Advisors Asset Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Advisors Asset Management’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
2022 Q4	–	Sell	-90,749	Closed	-$1.12M	–	1533
2022 Q3	$1.12M	Sell	90,749 -937	-1%	-$12.4K	0.02%	686
2022 Q2	$1.19M	Sell	91,686 -3,644	-4%	-$48.4K	0.02%	703
2022 Q1	$1.32M	Sell	95,330 -2,289	-2%	-$32.5K	0.02%	722
2021 Q4	$1.46M	Sell	97,619 -906	-0.9%	-$13.5K	0.02%	713
2021 Q3	$1.45M	Sell	98,525 -1,421	-1%	-$21.1K	0.02%	699
2021 Q2	$1.5M	Buy	99,946 +20,817	+26%	+$301K	0.02%	690
2021 Q1	$1.13M	Buy	79,129 +56,448	+249%	+$794K	0.02%	786
2020 Q4	$315K	Buy	+22,681	New	+$307K	﹤0.01%	1099

Other funds holding NID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisors Asset Management's NID Position: Q4 2022 in Review

Advisors Asset Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q4 2022, closing a stake of 90,749 shares — an estimated $1.12M sold.

Advisors Asset Management first reported a position in NID in Q4 2020 and held it in 8 quarters. The position peaked at $1.5M in Q2 2021. 80 funds tracked by Wall St. Rank hold NID as of Q4 2022.

Advisors Asset Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q4 2022 after selling out during the quarter.
Advisors Asset Management sold 90,749 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q4 2022, an estimated $1.12M.
Advisors Asset Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2020 and held it in 8 quarters.
Advisors Asset Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $1.5M in Q2 2021.
80 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q4 2022.

Based on Advisors Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.