Baird Financial Group
NID

Baird Financial Group’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Baird Financial Group’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
2023
Q1 		– Sell
-75,363
Closed -$989K – 1787
2022
Q4 		$989K Sell
75,363
-449
-0.6% -$5.72K ﹤0.01% 1070
2022
Q3 		$938K Buy
75,812
+6,163
+9% +$81.8K ﹤0.01% 1076
2022
Q2 		$905K Buy
69,649
+922
+1% +$12.2K ﹤0.01% 1113
2022
Q1 		$952K Buy
68,727
+67
+0.1% +$952 ﹤0.01% 1165
2021
Q4 		$1.02M Sell
68,660
-1,343
-2% -$20K ﹤0.01% 1191
2021
Q3 		$1.03M Sell
70,003
-854
-1% -$12.7K ﹤0.01% 1189
2021
Q2 		$1.06M Buy
70,857
+6,342
+10% +$91.6K ﹤0.01% 1158
2021
Q1 		$921K Buy
64,515
+3,724
+6% +$52.4K ﹤0.01% 1158
2020
Q4 		$844K Buy
60,791
+737
+1% +$9.99K ﹤0.01% 1065
2020
Q3 		$802K Buy
60,054
+3,950
+7% +$52.6K ﹤0.01% 1014
2020
Q2 		$741K Buy
56,104
+1,928
+4% +$24.7K ﹤0.01% 1026
2020
Q1 		$704K Buy
54,176
+12,953
+31% +$178K ﹤0.01% 974
2019
Q4 		$573K Buy
41,223
+9,263
+29% +$128K ﹤0.01% 1131
2019
Q3 		$439K Buy
31,960
+4,525
+16% +$61.5K ﹤0.01% 1213
2019
Q2 		$368K Buy
27,435
+2,676
+11% +$35.6K ﹤0.01% 1280
2019
Q1 		$326K Buy
24,759
+4,428
+22% +$56.8K ﹤0.01% 1134
2018
Q4 		$252K Buy
20,331
+7,996
+65% +$98.3K ﹤0.01% 1157
2018
Q3 		$153K Buy
+12,335
New +$154K ﹤0.01% 1302
2017
Q2 		– Sell
-12,833
Closed -$166K – 1279
2017
Q1 		$166K Buy
12,833
+833
+7% +$10.8K ﹤0.01% 1182
2016
Q4 		$153K Hold
12,000
– – ﹤0.01% 1156
2016
Q3 		$166K Hold
12,000
– – ﹤0.01% 1156
2016
Q2 		$170K Hold
12,000
– – ﹤0.01% 1151
2016
Q1 		$160K Hold
12,000
– – ﹤0.01% 1174
2015
Q4 		$154K Buy
+12,000
New +$150K ﹤0.01% 1184

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Baird Financial Group's NID Position: Q1 2023 in Review

Baird Financial Group sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 75,363 shares — an estimated $989K sold.

Baird Financial Group first reported a position in NID in Q4 2015 and held it in 24 quarters. The position peaked at $1.06M in Q2 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Baird Financial Group reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 75,363 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $989K.
  • Baird Financial Group first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2015 and held it in 24 quarters.
  • Baird Financial Group's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $1.06M in Q2 2021.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.