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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BFEC

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Cornerstone Wealth Management's NIM Position: Q1 2018 in Review

Cornerstone Wealth Management reduced its Nuveen Select Maturities Municipal Fund (NIM) stake by 16% in Q1 2018, selling an estimated $25.4K and leaving 14,067 shares worth $135K. The position accounts for 0.03% of the portfolio, ranked #371.

Cornerstone Wealth Management first reported a position in NIM in Q1 2017 and has held it in 5 quarters since. The position peaked at $256K in Q3 2017. 39 funds tracked by Wall St. Rank hold NIM as of Q1 2018.

Cornerstone Wealth Management held 14,067 shares of Nuveen Select Maturities Municipal Fund worth $135K as of Q1 2018.
Cornerstone Wealth Management sold 2,600 Nuveen Select Maturities Municipal Fund shares in Q1 2018, an estimated $25.4K.
Nuveen Select Maturities Municipal Fund made up 0.03% of Cornerstone Wealth Management's portfolio in Q1 2018, its #371 holding.
Cornerstone Wealth Management first reported a position in Nuveen Select Maturities Municipal Fund in Q1 2017 and has held it in 5 quarters since.
Cornerstone Wealth Management's Nuveen Select Maturities Municipal Fund position peaked at $256K in Q3 2017.
39 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.