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

Accel Wealth Management’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
2022 Q4	–	Sell	-3,000	Closed	-$27K	–	1081
2022 Q3	$27K	Hold	3,000	–	–	0.01%	489
2022 Q2	$28K	Hold	3,000	–	–	0.02%	465
2022 Q1	$29K	Hold	3,000	–	–	0.02%	474
2021 Q4	$32K	Hold	3,000	–	–	0.02%	468
2021 Q3	$33K	Hold	3,000	–	–	0.02%	398
2021 Q2	$33K	Hold	3,000	–	–	0.02%	420
2021 Q1	$32K	Hold	3,000	–	–	0.03%	401
2020 Q4	$32K	Buy	+3,000	New	+$31.5K	0.03%	393

Other funds holding NIM

1CP

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

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

AIM

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

Accel Wealth Management's NIM Position: Q4 2022 in Review

Accel Wealth Management sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2022, closing a stake of 3,000 shares — an estimated $27K sold.

Accel Wealth Management first reported a position in NIM in Q4 2020 and held it in 8 quarters. The position peaked at $33K in Q3 2021. 59 funds tracked by Wall St. Rank hold NIM as of Q4 2022.

Accel Wealth Management reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2022 after selling out during the quarter.
Accel Wealth Management sold 3,000 Nuveen Select Maturities Municipal Fund shares in Q4 2022, an estimated $27K.
Accel Wealth Management first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2020 and held it in 8 quarters.
Accel Wealth Management's Nuveen Select Maturities Municipal Fund position peaked at $33K in Q3 2021.
59 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2022.

Based on Accel Wealth Management's 13F filing for Q4 2022, filed 26 Jan 2023.