D.A. Davidson & Co’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

D.A. Davidson & Co’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
2023 Q4	–	Sell	-13,104	Closed	-$111K	–	1404
2023 Q3	$111K	Sell	13,104 -1,856	-12%	-$16.4K	﹤0.01%	1272
2023 Q2	$135K	Buy	14,960 +17	+0.1%	+$156	﹤0.01%	1276
2023 Q1	$138K	Buy	14,943 +3,065	+26%	+$28.5K	﹤0.01%	1258
2022 Q4	$108K	Buy	11,878 +66	+0.6%	+$597	﹤0.01%	1255
2022 Q3	$105K	Buy	11,812 +46	+0.4%	+$428	﹤0.01%	1221
2022 Q2	$108K	Buy	+11,766	New	+$109K	﹤0.01%	1220
2017 Q3	–	Sell	-900	Closed	-$9K	–	1680
2017 Q2	$9K	Buy	+900	New	+$9.05K	﹤0.01%	2069
2015 Q3	–	Sell	-800	Closed	-$8K	–	2253
2015 Q2	$8K	Buy	+800	New	+$8.31K	﹤0.01%	1929

Other funds holding NIM

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Croban Fremont, Ohio $213M AUM 14.32% 1-Year Est. Return

D.A. Davidson & Co's NIM Position: Q4 2023 in Review

D.A. Davidson & Co sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2023, closing a stake of 13,104 shares — an estimated $111K sold.

D.A. Davidson & Co first reported a position in NIM in Q2 2015 and held it in 8 quarters. The position peaked at $138K in Q1 2023. 56 funds tracked by Wall St. Rank hold NIM as of Q4 2023.

D.A. Davidson & Co reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2023 after selling out during the quarter.
D.A. Davidson & Co sold 13,104 Nuveen Select Maturities Municipal Fund shares in Q4 2023, an estimated $111K.
D.A. Davidson & Co first reported a position in Nuveen Select Maturities Municipal Fund in Q2 2015 and held it in 8 quarters.
D.A. Davidson & Co's Nuveen Select Maturities Municipal Fund position peaked at $138K in Q1 2023.
56 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2023.

Based on D.A. Davidson & Co's 13F filing for Q4 2023, filed 9 Feb 2024.