CFFP
NID

Center for Financial Planning’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Center for Financial Planning’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
-2,237
Closed -$29.3K – 559
2022
Q4 		$29.3K Hold
2,237
– – 0.01% 264
2022
Q3 		$28K Buy
+2,237
New +$29.7K 0.01% 265

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
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
Raymond James Trust
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Center for Financial Planning's NID Position: Q1 2023 in Review

Center for Financial Planning sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 2,237 shares — an estimated $29.3K sold.

Center for Financial Planning first reported a position in NID in Q3 2022 and held it in 2 quarters. The position peaked at $29.3K in Q4 2022. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Center for Financial Planning reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Center for Financial Planning sold 2,237 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $29.3K.
  • Center for Financial Planning first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2022 and held it in 2 quarters.
  • Center for Financial Planning's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $29.3K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Center for Financial Planning's 13F filing for Q1 2023, filed 2 May 2023.