EWA
NID

EP Wealth Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

EP Wealth Advisors’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
2019
Q2 		– Sell
-10,322
Closed -$136K – 349
2019
Q1 		$136K Sell
10,322
-4,105
-28% -$52.7K 0.01% 241
2018
Q4 		$179K Sell
14,427
-24,451
-63% -$301K 0.01% 251
2018
Q3 		$486K Sell
38,878
-5,327
-12% -$66.4K 0.04% 175
2018
Q2 		$550K Sell
44,205
-6,198
-12% -$77.1K 0.05% 112
2018
Q1 		$633K Sell
50,403
-996
-2% -$12.6K 0.06% 113
2017
Q4 		$668K Sell
51,399
-77
-0.1% -$1.01K 0.07% 95
2017
Q3 		$689K Sell
51,476
-900
-2% -$12.1K 0.08% 90
2017
Q2 		$699K Sell
52,376
-700
-1% -$9.24K 0.09% 90
2017
Q1 		$688K Hold
53,076
– – 0.09% 72
2016
Q4 		$675K Hold
53,076
– – 0.1% 69
2016
Q3 		$736K Buy
53,076
+5,794
+12% +$81.4K 0.12% 60
2016
Q2 		$670K Buy
47,282
+2,350
+5% +$32.4K 0.11% 67
2016
Q1 		$598K Buy
+44,932
New +$588K 0.09% 72

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

EP Wealth Advisors's NID Position: Q2 2019 in Review

EP Wealth Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2019, closing a stake of 10,322 shares — an estimated $136K sold.

EP Wealth Advisors first reported a position in NID in Q1 2016 and held it in 13 quarters. The position peaked at $736K in Q3 2016. 51 funds tracked by Wall St. Rank hold NID as of Q2 2019.

  • EP Wealth Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2019 after selling out during the quarter.
  • EP Wealth Advisors sold 10,322 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2019, an estimated $136K.
  • EP Wealth Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2016 and held it in 13 quarters.
  • EP Wealth Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $736K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2019.

Based on EP Wealth Advisors's 13F filing for Q2 2019, filed 27 Aug 2019.