CWS
NID

Cypress Wealth Services’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Cypress Wealth 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
-20,345
Closed -$267K – 260
2022
Q4 		$267K Hold
20,345
– – 0.09% 194
2022
Q3 		$258K Hold
20,345
– – 0.09% 182
2022
Q2 		$264K Hold
20,345
– – 0.08% 183
2022
Q1 		$282K Hold
20,345
– – 0.08% 186
2021
Q4 		$304K Hold
20,345
– – 0.08% 178
2021
Q3 		$299K Hold
20,345
– – 0.09% 171
2021
Q2 		$305K Hold
20,345
– – 0.08% 196
2021
Q1 		$291K Hold
20,345
– – 0.06% 221
2020
Q4 		$282K Buy
+20,345
New +$276K 0.06% 214
2020
Q3 		– Sell
-20,345
Closed -$271K – 535
2020
Q2 		$269K Buy
20,345
+2,500
+14% +$32K 0.06% 217
2020
Q1 		$232K Hold
17,845
– – 0.07% 213
2019
Q4 		$248K Hold
17,845
– – 0.06% 214
2019
Q3 		$245K Buy
+17,845
New +$242K 0.07% 209
2019
Q2 		– Hold
0
– – – 219
2019
Q1 		– Hold
0
– – – 214

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
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
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
FC
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

Cypress Wealth Services's NID Position: Q1 2023 in Review

Cypress Wealth Services sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 20,345 shares — an estimated $267K sold.

Cypress Wealth Services first reported a position in NID in Q3 2019 and held it in 13 quarters. The position peaked at $305K in Q2 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Cypress Wealth Services reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Cypress Wealth Services sold 20,345 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $267K.
  • Cypress Wealth Services first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2019 and held it in 13 quarters.
  • Cypress Wealth Services's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $305K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Cypress Wealth Services's 13F filing for Q1 2023, filed 7 Apr 2023.