Envestnet Asset Management
NID

Envestnet Asset Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Envestnet Asset 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
2014
Q4 		– Sell
-1
Closed – – 2933
2014
Q3 		$0 Buy
+1
New +$12 ﹤0.01% 2999
2014
Q1 		– Sell
-5,200
Closed -$60K – 2748
2013
Q4 		$60K Buy
5,200
+1,000
+24% +$11.3K ﹤0.01% 1168
2013
Q3 		$48K Hold
4,200
– – ﹤0.01% 1208
2013
Q2 		$54K Buy
+4,200
New +$56.1K ﹤0.01% 1152

Other funds holding NID

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management's NID Position: Q4 2014 in Review

Envestnet Asset Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q4 2014, closing a stake of 1 share.

Envestnet Asset Management first reported a position in NID in Q2 2013 and held it in 4 quarters. The position peaked at $60K in Q4 2013. 42 funds tracked by Wall St. Rank hold NID as of Q4 2014.

  • Envestnet Asset Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q4 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 1 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND share in Q4 2014.
  • Envestnet Asset Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2013 and held it in 4 quarters.
  • Envestnet Asset Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $60K in Q4 2013.
  • 42 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q4 2014.

Based on Envestnet Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.