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

Allworth Financial’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 Q3	–	Sell	-280	Closed	-$3K	–	2946
2022 Q2	$3K	Hold	280	–	–	﹤0.01%	1915
2022 Q1	$3K	Hold	280	–	–	﹤0.01%	1727
2021 Q4	$3K	Hold	280	–	–	﹤0.01%	1658
2021 Q3	$3K	Hold	280	–	–	﹤0.01%	1615
2021 Q2	$3K	Buy	+280	New	+$3.02K	﹤0.01%	1318

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

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

WAM

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

AIM

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

RJFSA

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

Allworth Financial's NIM Position: Q3 2022 in Review

Allworth Financial sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q3 2022, closing a stake of 280 shares — an estimated $3K sold.

Allworth Financial first reported a position in NIM in Q2 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2022. 55 funds tracked by Wall St. Rank hold NIM as of Q3 2022.

Allworth Financial reported no remaining Nuveen Select Maturities Municipal Fund position as of Q3 2022 after selling out during the quarter.
Allworth Financial sold 280 Nuveen Select Maturities Municipal Fund shares in Q3 2022, an estimated $3K.
Allworth Financial first reported a position in Nuveen Select Maturities Municipal Fund in Q2 2021 and held it in 5 quarters.
Allworth Financial's Nuveen Select Maturities Municipal Fund position peaked at $3K in Q2 2022.
55 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.