1776 Wealth’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

1776 Wealth’s Portfolio NIM Stock Details NIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-9,300	Closed	-$95K	–	245
2020 Q2	$95K	Hold	9,300	–	–	0.07%	146
2020 Q1	$90K	Hold	9,300	–	–	0.08%	142
2019 Q4	$97K	Buy	+9,300	New	+$97.3K	0.08%	142

Other funds holding NIM

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Anchor Investment Management Columbia, South Carolina $1.34B AUM 21.96% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

1776 Wealth's NIM Position: Q3 2020 in Review

1776 Wealth sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q3 2020, closing a stake of 9,300 shares — an estimated $95K sold.

1776 Wealth first reported a position in NIM in Q4 2019 and held it in 3 quarters. The position peaked at $97K in Q4 2019. 38 funds tracked by Wall St. Rank hold NIM as of Q3 2020.

1776 Wealth reported no remaining Nuveen Select Maturities Municipal Fund position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 9,300 Nuveen Select Maturities Municipal Fund shares in Q3 2020, an estimated $95K.
1776 Wealth first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2019 and held it in 3 quarters.
1776 Wealth's Nuveen Select Maturities Municipal Fund position peaked at $97K in Q4 2019.
38 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.