EWM
NID

Edge Wealth Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Edge Wealth Management’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
2020
Q4 		– Sell
-500
Closed -$7K – 483
2020
Q3 		$7K Sell
500
-14,473
-97% -$193K ﹤0.01% 342
2020
Q2 		$198K Sell
14,973
-7,962
-35% -$102K 0.04% 140
2020
Q1 		$297K Buy
22,935
+39
+0.2% +$536 0.06% 118
2019
Q4 		$320K Buy
22,896
+41
+0.2% +$565 0.06% 121
2019
Q3 		$313K Buy
22,855
+40
+0.2% +$543 0.07% 113
2019
Q2 		$306K Sell
22,815
-949
-4% -$12.6K 0.07% 117
2019
Q1 		$311K Buy
23,764
+1,042
+5% +$13.4K 0.08% 110
2018
Q4 		$281K Sell
22,722
-14,357
-39% -$176K 0.08% 115
2018
Q3 		$463K Sell
37,079
-1,183
-3% -$14.7K 0.11% 92
2018
Q2 		$476K Sell
38,262
-2,854
-7% -$35.5K 0.12% 102
2018
Q1 		$516K Buy
41,116
+2,298
+6% +$29K 0.14% 85
2017
Q4 		$504K Buy
38,818
+8,008
+26% +$105K 0.14% 85
2017
Q3 		$410K Buy
30,810
+5,700
+23% +$76.7K 0.12% 92
2017
Q2 		$333K Buy
25,110
+1,300
+5% +$17.2K 0.1% 100
2017
Q1 		$308K Buy
23,810
+225
+1% +$2.93K 0.11% 97
2016
Q4 		$300K Buy
23,585
+20,985
+807% +$275K 0.11% 98
2016
Q3 		$36K Sell
2,600
-33,408
-93% -$470K 0.02% 207
2016
Q2 		$510K Sell
36,008
-201
-0.6% -$2.77K 0.21% 68
2016
Q1 		$482K Sell
36,209
-5,000
-12% -$65.5K 0.22% 69
2015
Q4 		$533K Buy
41,209
+520
+1% +$6.52K 0.2% 71
2015
Q3 		$500K Sell
40,689
-14,969
-27% -$184K 0.19% 65
2015
Q2 		$680K Buy
55,658
+30,498
+121% +$386K 0.23% 57
2015
Q1 		$326K Buy
25,160
+23,560
+1,473% +$304K 0.11% 84
2014
Q4 		$20K Hold
1,600
– – 0.01% 257
2014
Q3 		$20K Sell
1,600
-2,200
-58% -$27.3K 0.01% 260
2014
Q2 		$48K Buy
+3,800
New +$46.9K 0.02% 185

Other funds holding NID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Edge Wealth Management's NID Position: Q4 2020 in Review

Edge Wealth Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q4 2020, closing a stake of 500 shares — an estimated $7K sold.

Edge Wealth Management first reported a position in NID in Q2 2014 and held it in 26 quarters. The position peaked at $680K in Q2 2015. 64 funds tracked by Wall St. Rank hold NID as of Q4 2020.

  • Edge Wealth Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 500 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q4 2020, an estimated $7K.
  • Edge Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2014 and held it in 26 quarters.
  • Edge Wealth Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $680K in Q2 2015.
  • 64 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.