AG
NID

Advisor Group’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Advisor Group’s Portfolio NID Stock Details NID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$66K Sell
4,754
-2,036
-30% -$28K ﹤0.01% 3232
2019
Q3 		$93K Buy
6,790
+1,009
+17% +$13.7K ﹤0.01% 2937
2019
Q2 		$78K Buy
5,781
+8
+0.1% +$106 ﹤0.01% 3056
2019
Q1 		$76K Buy
5,773
+6
+0.1% +$77 ﹤0.01% 3086
2018
Q4 		$71K Buy
5,767
+1,161
+25% +$14.3K ﹤0.01% 2940
2018
Q3 		$57K Sell
4,606
-5,260
-53% -$65.5K ﹤0.01% 3188
2018
Q2 		$122K Buy
9,866
+4,860
+97% +$60.5K ﹤0.01% 2368
2018
Q1 		$63K Sell
5,006
-2,960
-37% -$37.3K ﹤0.01% 2902
2017
Q4 		$103K Sell
7,966
-404
-5% -$5.32K ﹤0.01% 2551
2017
Q3 		$112K Buy
8,370
+2,040
+32% +$27.5K ﹤0.01% 2308
2017
Q2 		$84K Sell
6,330
-2,300
-27% -$30.4K ﹤0.01% 2462
2017
Q1 		$112K Buy
8,630
+400
+5% +$5.21K ﹤0.01% 2079
2016
Q4 		$105K Sell
8,230
-1,465
-15% -$19.2K ﹤0.01% 2031
2016
Q3 		$134K Hold
9,695
– – ﹤0.01% 1814
2016
Q2 		$136K Buy
+9,695
New +$134K ﹤0.01% 1716

Other funds holding NID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Advisor Group's NID Position: Q4 2019 in Review

Advisor Group reduced its NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) stake by 30% in Q4 2019, selling an estimated $28K and leaving 4,754 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #3232.

Advisor Group first reported a position in NID in Q2 2016 and has held it in 15 quarters since. The position peaked at $136K in Q2 2016. 53 funds tracked by Wall St. Rank hold NID as of Q4 2019.

  • Advisor Group held 4,754 shares of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND worth $66K as of Q4 2019.
  • Advisor Group sold 2,036 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q4 2019, an estimated $28K.
  • NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3232 holding.
  • Advisor Group first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $136K in Q2 2016.
  • 53 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.