CIAS
NID

Capital Investment Advisory Services’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Capital Investment Advisory Services’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
-15,500
Closed -$203K – 910
2022
Q4 		$203K Hold
15,500
– – 0.02% 459
2022
Q3 		$192K Hold
15,500
– – 0.02% 439
2022
Q2 		$202K Hold
15,500
– – 0.02% 445
2022
Q1 		$215K Hold
15,500
– – 0.02% 466
2021
Q4 		$231K Hold
15,500
– – 0.03% 439
2021
Q3 		$228K Hold
15,500
– – 0.03% 418
2021
Q2 		$232K Buy
15,500
+2,500
+19% +$36.1K 0.03% 424
2021
Q1 		$186K Hold
13,000
– – 0.03% 432
2020
Q4 		$180K Buy
+13,000
New +$176K 0.03% 423

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $56.4B AUM 24.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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 $354M AUM 17.74% 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

Capital Investment Advisory Services's NID Position: Q1 2023 in Review

Capital Investment Advisory Services sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 15,500 shares — an estimated $203K sold.

Capital Investment Advisory Services first reported a position in NID in Q4 2020 and held it in 9 quarters. The position peaked at $232K in Q2 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Capital Investment Advisory Services reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 15,500 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $203K.
  • Capital Investment Advisory Services first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2020 and held it in 9 quarters.
  • Capital Investment Advisory Services's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $232K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Capital Investment Advisory Services's 13F filing for Q1 2023, filed 21 Apr 2023.