Carson Wealth (CWM LLC)
NID

Carson Wealth (CWM LLC)’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Carson Wealth (CWM LLC)’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
-550
Closed -$7K – 4511
2022
Q4 		$7K Buy
550
+370
+206% +$4.72K ﹤0.01% 3046
2022
Q3 		$2K Buy
+180
New +$2.39K ﹤0.01% 3586
2017
Q3 		– Sell
-2,868
Closed -$38K – 1638
2017
Q2 		$38K Buy
+2,868
New +$37.9K ﹤0.01% 518

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

Carson Wealth (CWM LLC)'s NID Position: Q1 2023 in Review

Carson Wealth (CWM LLC) sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 550 shares — an estimated $7K sold.

Carson Wealth (CWM LLC) first reported a position in NID in Q2 2017 and held it in 3 quarters. The position peaked at $38K in Q2 2017. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Carson Wealth (CWM LLC) reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 550 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $7K.
  • Carson Wealth (CWM LLC) first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2017 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $38K in Q2 2017.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2023, filed 1 May 2023.