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Advisor Group’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Advisor Group’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
2019
Q4 		$174K Sell
16,615
-6,650
-29% -$69.5K ﹤0.01% 2508
2019
Q3 		$242K Hold
23,265
– – ﹤0.01% 2175
2019
Q2 		$242K Hold
23,265
– – ﹤0.01% 2153
2019
Q1 		$232K Hold
23,265
– – ﹤0.01% 2157
2018
Q4 		$223K Buy
23,265
+5,000
+27% +$47.7K ﹤0.01% 2005
2018
Q3 		$175K Buy
18,265
+1,500
+9% +$14.5K ﹤0.01% 2281
2018
Q2 		$164K Hold
16,765
– – ﹤0.01% 2130
2018
Q1 		$163K Buy
16,765
+1,100
+7% +$10.7K ﹤0.01% 2141
2017
Q4 		$156K Buy
15,665
+800
+5% +$8.13K ﹤0.01% 2202
2017
Q3 		$153K Buy
14,865
+1,450
+11% +$14.9K ﹤0.01% 2058
2017
Q2 		$135K Hold
13,415
– – ﹤0.01% 2071
2017
Q1 		$133K Buy
13,415
+10,780
+409% +$106K ﹤0.01% 1967
2016
Q4 		$26K Sell
2,635
-2,000
-43% -$20.1K ﹤0.01% 3062
2016
Q3 		$49K Hold
4,635
– – ﹤0.01% 2559
2016
Q2 		$49K Buy
+4,635
New +$49.7K ﹤0.01% 2433

Other funds holding NIM

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Advisor Group's NIM Position: Q4 2019 in Review

Advisor Group reduced its Nuveen Select Maturities Municipal Fund (NIM) stake by 29% in Q4 2019, selling an estimated $69.5K and leaving 16,615 shares worth $174K. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Advisor Group first reported a position in NIM in Q2 2016 and has held it in 15 quarters since. The position peaked at $242K in Q3 2019. 39 funds tracked by Wall St. Rank hold NIM as of Q4 2019.

  • Advisor Group held 16,615 shares of Nuveen Select Maturities Municipal Fund worth $174K as of Q4 2019.
  • Advisor Group sold 6,650 Nuveen Select Maturities Municipal Fund shares in Q4 2019, an estimated $69.5K.
  • Nuveen Select Maturities Municipal Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2508 holding.
  • Advisor Group first reported a position in Nuveen Select Maturities Municipal Fund in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Nuveen Select Maturities Municipal Fund position peaked at $242K in Q3 2019.
  • 39 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2019.

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