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Crestone Asset Management’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Crestone Asset 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
2024
Q1 		– Sell
-10,664
Closed -$94.1K – 109
2023
Q4 		$94.1K Hold
10,664
– – 0.02% 103
2023
Q3 		$90.3K Buy
+10,664
New +$94.5K 0.02% 119

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

Crestone Asset Management's NIM Position: Q1 2024 in Review

Crestone Asset Management sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q1 2024, closing a stake of 10,664 shares — an estimated $94.1K sold.

Crestone Asset Management first reported a position in NIM in Q3 2023 and held it in 2 quarters. The position peaked at $94.1K in Q4 2023. 56 funds tracked by Wall St. Rank hold NIM as of Q1 2024.

  • Crestone Asset Management reported no remaining Nuveen Select Maturities Municipal Fund position as of Q1 2024 after selling out during the quarter.
  • Crestone Asset Management sold 10,664 Nuveen Select Maturities Municipal Fund shares in Q1 2024, an estimated $94.1K.
  • Crestone Asset Management first reported a position in Nuveen Select Maturities Municipal Fund in Q3 2023 and held it in 2 quarters.
  • Crestone Asset Management's Nuveen Select Maturities Municipal Fund position peaked at $94.1K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q1 2024.

Based on Crestone Asset Management's 13F filing for Q1 2024, filed 26 Apr 2024.