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	Sell	9,300 -9,300	-50%	-$91.2K	0.07%	146
2020 Q1	$187K	Buy	18,600 +9,300	+100%	+$96.2K	0.08%	144
2019 Q4	$97K	Buy	+9,300	New	+$97.3K	0.08%	142

Other funds holding NIM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVPG

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 $187K in Q1 2020. 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 $187K in Q1 2020.
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.