AL
NID

Aspiriant LLC’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Aspiriant LLC’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
2015
Q3 		– Sell
-13,000
Closed -$159K – 122
2015
Q2 		$159K Sell
13,000
-1,945
-13% -$24.6K 0.02% 113
2015
Q1 		$194K Buy
14,945
+1,945
+15% +$25.1K 0.03% 86
2014
Q4 		$163K Buy
+13,000
New +$163K 0.02% 88

Other funds holding NID

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aspiriant LLC's NID Position: Q3 2015 in Review

Aspiriant LLC sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q3 2015, closing a stake of 13,000 shares — an estimated $159K sold.

Aspiriant LLC first reported a position in NID in Q4 2014 and held it in 3 quarters. The position peaked at $194K in Q1 2015. 36 funds tracked by Wall St. Rank hold NID as of Q3 2015.

  • Aspiriant LLC reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q3 2015 after selling out during the quarter.
  • Aspiriant LLC sold 13,000 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q3 2015, an estimated $159K.
  • Aspiriant LLC first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2014 and held it in 3 quarters.
  • Aspiriant LLC's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $194K in Q1 2015.
  • 36 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q3 2015.

Based on Aspiriant LLC's 13F filing for Q3 2015, filed 9 Nov 2015.