Axxcess Wealth Management’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Axxcess Wealth Management’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 Q4	–	Sell	-10,498	Closed	-$93K	–	651
2022 Q3	$93K	Hold	10,498	–	–	0.01%	523
2022 Q2	$96K	Sell	10,498 -5,286	-33%	-$49.2K	0.01%	519
2022 Q1	$151K	Hold	15,784	–	–	0.01%	604
2021 Q4	$169K	Buy	+15,784	New	+$168K	0.01%	598

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

WAM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIM

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

Axxcess Wealth Management's NIM Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2022, closing a stake of 10,498 shares — an estimated $93K sold.

Axxcess Wealth Management first reported a position in NIM in Q4 2021 and held it in 4 quarters. The position peaked at $169K in Q4 2021. 59 funds tracked by Wall St. Rank hold NIM as of Q4 2022.

Axxcess Wealth Management reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2022 after selling out during the quarter.
Axxcess Wealth Management sold 10,498 Nuveen Select Maturities Municipal Fund shares in Q4 2022, an estimated $93K.
Axxcess Wealth Management first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2021 and held it in 4 quarters.
Axxcess Wealth Management's Nuveen Select Maturities Municipal Fund position peaked at $169K in Q4 2021.
59 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.