CAPTRUST Financial Advisors
NID

CAPTRUST Financial Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

CAPTRUST Financial Advisors’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
Q2 		– Sell
-355,429
Closed -$4.66M – 2635
2023
Q1 		$4.66M Buy
355,429
+183,487
+107% +$2.41M 0.02% 478
2022
Q4 		$2.26M Buy
171,942
+88,697
+107% +$1.13M 0.01% 675
2022
Q3 		$1.03M Buy
+83,245
New +$1.1M 0.01% 900

CAPTRUST Financial Advisors's NID Position: Q2 2023 in Review

CAPTRUST Financial Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2023, closing a stake of 355,429 shares — an estimated $4.66M sold.

CAPTRUST Financial Advisors first reported a position in NID in Q3 2022 and held it in 3 quarters. The position peaked at $4.66M in Q1 2023. 0 funds tracked by Wall St. Rank hold NID as of Q2 2023.

  • CAPTRUST Financial Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 355,429 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2023, an estimated $4.66M.
  • CAPTRUST Financial Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2022 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $4.66M in Q1 2023.
  • 0 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.