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Charter Oak Capital Management’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Charter Oak Capital Management’s Portfolio NIM Stock Details NIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,750
Closed -$30K – 895
2021
Q3 		$30K Hold
2,750
– – ﹤0.01% 403
2021
Q2 		$30K Hold
2,750
– – ﹤0.01% 391
2021
Q1 		$29K Hold
2,750
– – ﹤0.01% 388
2020
Q4 		$29K Buy
+2,750
New +$28.9K ﹤0.01% 371

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Charter Oak Capital Management's NIM Position: Q4 2021 in Review

Charter Oak Capital Management sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2021, closing a stake of 2,750 shares — an estimated $30K sold.

Charter Oak Capital Management first reported a position in NIM in Q4 2020 and held it in 4 quarters. The position peaked at $30K in Q3 2021. 47 funds tracked by Wall St. Rank hold NIM as of Q4 2021.

  • Charter Oak Capital Management reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 2,750 Nuveen Select Maturities Municipal Fund shares in Q4 2021, an estimated $30K.
  • Charter Oak Capital Management first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2020 and held it in 4 quarters.
  • Charter Oak Capital Management's Nuveen Select Maturities Municipal Fund position peaked at $30K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.