Cornerstone Wealth Management’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Cornerstone Wealth 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
2018 Q4	–	Sell	-257,007	Closed	-$24.9M	–	875
2018 Q3	$24.9M	Buy	257,007 +148,329	+136%	+$1.44M	0.31%	67
2018 Q2	$11.1M	Buy	108,678 +94,611	+673%	+$916K	0.12%	176
2018 Q1	$135K	Sell	14,067 -2,600	-16%	-$25.4K	0.03%	371
2017 Q4	$167K	Sell	16,667 -8,261	-33%	-$83.9K	0.03%	388
2017 Q3	$256K	Buy	24,928 +3,500	+16%	+$35.9K	0.05%	309
2017 Q2	$217K	Buy	21,428 +4,100	+24%	+$41.2K	0.05%	337
2017 Q1	$173K	Buy	+17,328	New	+$171K	0.04%	331

Other funds holding NIM

1CP

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

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

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cornerstone Wealth Management's NIM Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2018, closing a stake of 257,007 shares — an estimated $24.9M sold.

Cornerstone Wealth Management first reported a position in NIM in Q1 2017 and held it in 7 quarters. The position peaked at $24.9M in Q3 2018. 40 funds tracked by Wall St. Rank hold NIM as of Q4 2018.

Cornerstone Wealth Management reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 257,007 Nuveen Select Maturities Municipal Fund shares in Q4 2018, an estimated $24.9M.
Cornerstone Wealth Management first reported a position in Nuveen Select Maturities Municipal Fund in Q1 2017 and held it in 7 quarters.
Cornerstone Wealth Management's Nuveen Select Maturities Municipal Fund position peaked at $24.9M in Q3 2018.
40 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.