Commonwealth Equity Services’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Commonwealth Equity Services’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	-54,423	Closed	-$714K	–	3927
2022 Q4	$714K	Buy	54,423 +496	+0.9%	+$6.32K	﹤0.01%	2181
2022 Q3	$667K	Sell	53,927 -528	-1%	-$7.01K	﹤0.01%	2193
2022 Q2	$707K	Buy	54,455 +8,594	+19%	+$114K	﹤0.01%	2168
2022 Q1	$635K	Sell	45,861 -584	-1%	-$8.3K	﹤0.01%	2336
2021 Q4	$692K	Sell	46,445 -3,650	-7%	-$54.2K	﹤0.01%	2261
2021 Q3	$737K	Buy	50,095 +4,272	+9%	+$63.4K	﹤0.01%	2175
2021 Q2	$686K	Sell	45,823 -1,609	-3%	-$23.2K	﹤0.01%	2216
2021 Q1	$677K	Sell	47,432 -5,587	-11%	-$78.6K	﹤0.01%	2086
2020 Q4	$735K	Buy	53,019 +108	+0.2%	+$1.46K	﹤0.01%	1869
2020 Q3	$706K	Buy	52,911 +2,070	+4%	+$27.6K	﹤0.01%	1717
2020 Q2	$671K	Buy	50,841 +1,571	+3%	+$20.1K	﹤0.01%	1679
2020 Q1	$640K	Sell	49,270 -3,047	-6%	-$41.9K	﹤0.01%	1543
2019 Q4	$727K	Buy	52,317 +6,079	+13%	+$83.7K	﹤0.01%	1639
2019 Q3	$634K	Sell	46,238 -3,069	-6%	-$41.7K	﹤0.01%	1669
2019 Q2	$662K	Sell	49,307 -2,146	-4%	-$28.5K	﹤0.01%	1604
2019 Q1	$676K	Buy	51,453 +313	+0.6%	+$4.01K	﹤0.01%	1549
2018 Q4	$633K	Sell	51,140 -1,898	-4%	-$23.3K	﹤0.01%	1486
2018 Q3	$662K	Buy	53,038 +1,154	+2%	+$14.4K	﹤0.01%	1599
2018 Q2	$645K	Sell	51,884 -2,515	-5%	-$31.3K	﹤0.01%	1578
2018 Q1	$683K	Buy	54,399 +9,862	+22%	+$124K	﹤0.01%	1494
2017 Q4	$579K	Buy	44,537 +3,039	+7%	+$40K	﹤0.01%	1580
2017 Q3	$555K	Buy	41,498 +16,207	+64%	+$218K	﹤0.01%	1541
2017 Q2	$337K	Sell	25,291 -3,377	-12%	-$44.6K	﹤0.01%	1842
2017 Q1	$372K	Buy	28,668 +12,990	+83%	+$169K	﹤0.01%	1711
2016 Q4	$199K	Buy	15,678 +1,378	+10%	+$18K	﹤0.01%	2058
2016 Q3	$198K	Buy	+14,300	New	+$201K	﹤0.01%	1994
2013 Q3	–	Sell	-30,000	Closed	-$384K	–	1965
2013 Q2	$384K	Buy	+30,000	New	+$401K	0.01%	1167

Other funds holding NID

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return

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 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

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

Commonwealth Equity Services's NID Position: Q1 2023 in Review

Commonwealth Equity Services sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 54,423 shares — an estimated $714K sold.

Commonwealth Equity Services first reported a position in NID in Q2 2013 and held it in 27 quarters. The position peaked at $737K in Q3 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Commonwealth Equity Services reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Commonwealth Equity Services sold 54,423 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $714K.
Commonwealth Equity Services first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2013 and held it in 27 quarters.
Commonwealth Equity Services's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $737K in Q3 2021.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Commonwealth Equity Services's 13F filing for Q1 2023, filed 11 May 2023.