Curi RMB Capital’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Curi RMB Capital’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
2018 Q1	–	Sell	-28,904	Closed	-$375K	–	1018
2017 Q4	$375K	Sell	28,904 -11,292	-28%	-$149K	0.01%	671
2017 Q3	$538K	Buy	+40,196	New	+$541K	0.01%	519
2016 Q4	–	Sell	-22,452	Closed	-$311K	–	596
2016 Q3	$311K	Buy	+22,452	New	+$316K	0.02%	342

Other funds holding NID

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Curi RMB Capital's NID Position: Q1 2018 in Review

Curi RMB Capital sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2018, closing a stake of 28,904 shares — an estimated $375K sold.

Curi RMB Capital first reported a position in NID in Q3 2016 and held it in 3 quarters. The position peaked at $538K in Q3 2017. 45 funds tracked by Wall St. Rank hold NID as of Q1 2018.

Curi RMB Capital reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2018 after selling out during the quarter.
Curi RMB Capital sold 28,904 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2018, an estimated $375K.
Curi RMB Capital first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2016 and held it in 3 quarters.
Curi RMB Capital's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $538K in Q3 2017.
45 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2018.

Based on Curi RMB Capital's 13F filing for Q1 2018, filed 14 May 2018.