Colonial Trust’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Colonial Trust’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
2024 Q2	–	Sell	-5,000	Closed	-$45K	–	1009
2024 Q1	$45K	Hold	5,000	–	–	0.01%	526
2023 Q4	$44.1K	Hold	5,000	–	–	0.01%	522
2023 Q3	$42.4K	Hold	5,000	–	–	0.01%	504
2023 Q2	$45K	Hold	5,000	–	–	0.01%	496
2023 Q1	$46.1K	Hold	5,000	–	–	0.01%	473
2022 Q4	$45.3K	Buy	+5,000	New	+$45.2K	0.01%	462

Other funds holding NIM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Colonial Trust's NIM Position: Q2 2024 in Review

Colonial Trust sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q2 2024, closing a stake of 5,000 shares — an estimated $45K sold.

Colonial Trust first reported a position in NIM in Q4 2022 and held it in 6 quarters. The position peaked at $46.1K in Q1 2023. 52 funds tracked by Wall St. Rank hold NIM as of Q2 2024.

Colonial Trust reported no remaining Nuveen Select Maturities Municipal Fund position as of Q2 2024 after selling out during the quarter.
Colonial Trust sold 5,000 Nuveen Select Maturities Municipal Fund shares in Q2 2024, an estimated $45K.
Colonial Trust first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2022 and held it in 6 quarters.
Colonial Trust's Nuveen Select Maturities Municipal Fund position peaked at $46.1K in Q1 2023.
52 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q2 2024.

Based on Colonial Trust's 13F filing for Q2 2024, filed 14 Aug 2024.