CRWM
NID

Castle Rock Wealth Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Castle Rock Wealth Management’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
2020
Q4 		– Sell
-11,480
Closed -$154K – 251
2020
Q3 		$154K Sell
11,480
-3,020
-21% -$40.2K 0.1% 156
2020
Q2 		$195K Hold
14,500
– – 0.11% 185
2020
Q1 		$180K Buy
+14,500
New +$199K 0.16% 121

Other funds holding NID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Eaton Vance Management
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Castle Rock Wealth Management's NID Position: Q4 2020 in Review

Castle Rock Wealth Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q4 2020, closing a stake of 11,480 shares — an estimated $154K sold.

Castle Rock Wealth Management first reported a position in NID in Q1 2020 and held it in 3 quarters. The position peaked at $195K in Q2 2020. 64 funds tracked by Wall St. Rank hold NID as of Q4 2020.

  • Castle Rock Wealth Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q4 2020 after selling out during the quarter.
  • Castle Rock Wealth Management sold 11,480 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q4 2020, an estimated $154K.
  • Castle Rock Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2020 and held it in 3 quarters.
  • Castle Rock Wealth Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $195K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q4 2020.

Based on Castle Rock Wealth Management's 13F filing for Q4 2020, filed 29 Jan 2021.