CK
NID

Carnick & Kubik’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Carnick & Kubik’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
2016
Q1 		$37K Buy
+2,776
New +$36.3K 0.01% 698
2015
Q4 		– Sell
-2,739
Closed -$34K – 405
2015
Q3 		$34K Buy
+2,739
New +$33.6K 0.02% 225

Other funds holding NID

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Carnick & Kubik's NID Position: Q1 2016 in Review

Carnick & Kubik opened a new position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2016: 2,776 shares worth $37K. The stake represents 0.01% of the portfolio and ranks #698 among its holdings. This is a return to the name: Carnick & Kubik previously reported a position in NID as recently as Q3 2015.

Carnick & Kubik first reported a position in NID in Q3 2015 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold NID as of Q1 2016.

  • Carnick & Kubik held 2,776 shares of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND worth $37K as of Q1 2016.
  • NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND was a new Carnick & Kubik position in Q1 2016.
  • NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND made up 0.01% of Carnick & Kubik's portfolio in Q1 2016, its #698 holding.
  • Carnick & Kubik first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2015 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2016.

Based on Carnick & Kubik's 13F filing for Q1 2016, filed 12 May 2016.