Access Financial Services’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Access Financial Services’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
2023 Q2	–	Sell	-37,175	Closed	-$343K	–	86
2023 Q1	$343K	Sell	37,175 -7,975	-18%	-$74.1K	0.21%	73
2022 Q4	$409K	Sell	45,150 -1,657	-4%	-$15K	0.25%	77
2022 Q3	$415K	Sell	46,807 -8,353	-15%	-$77.8K	0.27%	76
2022 Q2	$506K	Hold	55,160	–	–	0.29%	79
2022 Q1	$528K	Buy	55,160 +500	+0.9%	+$5.03K	0.25%	88
2021 Q4	$585K	Buy	54,660 +24,860	+83%	+$265K	0.26%	87
2021 Q3	$324K	Buy	29,800 +3,695	+14%	+$40.2K	0.15%	98
2021 Q2	$286K	Buy	26,105 +1,005	+4%	+$10.8K	0.13%	107
2021 Q1	$268K	Buy	+25,100	New	+$266K	0.13%	98

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

WAM

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Access Financial Services's NIM Position: Q2 2023 in Review

Access Financial Services sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q2 2023, closing a stake of 37,175 shares — an estimated $343K sold.

Access Financial Services first reported a position in NIM in Q1 2021 and held it in 9 quarters. The position peaked at $585K in Q4 2021. 57 funds tracked by Wall St. Rank hold NIM as of Q2 2023.

Access Financial Services reported no remaining Nuveen Select Maturities Municipal Fund position as of Q2 2023 after selling out during the quarter.
Access Financial Services sold 37,175 Nuveen Select Maturities Municipal Fund shares in Q2 2023, an estimated $343K.
Access Financial Services first reported a position in Nuveen Select Maturities Municipal Fund in Q1 2021 and held it in 9 quarters.
Access Financial Services's Nuveen Select Maturities Municipal Fund position peaked at $585K in Q4 2021.
57 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q2 2023.

Based on Access Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.