D.A. Davidson & Co’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

D.A. Davidson & Co’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	-15,361	Closed	-$202K	–	1430
2022 Q4	$202K	Buy	15,361 +3,050	+25%	+$38.9K	﹤0.01%	1192
2022 Q3	$152K	Buy	12,311 +37	+0.3%	+$491	﹤0.01%	1190
2022 Q2	$160K	Buy	12,274 +36	+0.3%	+$478	﹤0.01%	1185
2022 Q1	$170K	Buy	12,238 +23	+0.2%	+$327	﹤0.01%	1222
2021 Q4	$182K	Buy	+12,215	New	+$182K	﹤0.01%	1206
2017 Q2	–	Sell	-25,000	Closed	-$324K	–	2516
2017 Q1	$324K	Hold	25,000	–	–	0.01%	754
2016 Q4	$317K	Sell	25,000 -10,500	-30%	-$138K	0.01%	825
2016 Q3	$492K	Hold	35,500	–	–	0.01%	636
2016 Q2	$503K	Sell	35,500 -3,500	-9%	-$48.2K	0.01%	539
2016 Q1	$519K	Buy	39,000 +2,000	+5%	+$26.2K	0.02%	516
2015 Q4	$475K	Hold	37,000	–	–	0.02%	556
2015 Q3	$458K	Buy	37,000 +9,000	+32%	+$110K	0.02%	559
2015 Q2	$343K	Hold	28,000	–	–	0.01%	686
2015 Q1	$362K	Hold	28,000	–	–	0.01%	670
2014 Q4	$350K	Hold	28,000	–	–	0.01%	683
2014 Q3	$349K	Buy	28,000 +3,000	+12%	+$37.3K	0.01%	692
2014 Q2	$314K	Buy	25,000 +4,000	+19%	+$49.4K	0.01%	733
2014 Q1	$251K	Buy	21,000 +3,000	+17%	+$35.6K	0.01%	798
2013 Q4	$207K	Buy	+18,000	New	+$203K	0.01%	826

Other funds holding NID

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $287M AUM 20.26% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

D.A. Davidson & Co's NID Position: Q1 2023 in Review

D.A. Davidson & Co sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 15,361 shares — an estimated $202K sold.

D.A. Davidson & Co first reported a position in NID in Q4 2013 and held it in 19 quarters. The position peaked at $519K in Q1 2016. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

D.A. Davidson & Co reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
D.A. Davidson & Co sold 15,361 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $202K.
D.A. Davidson & Co first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2013 and held it in 19 quarters.
D.A. Davidson & Co's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $519K in Q1 2016.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on D.A. Davidson & Co's 13F filing for Q1 2023, filed 25 Apr 2023.