EWM
NIM icon

Evercore Wealth Management’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Evercore Wealth Management’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
2016
Q3 		– Sell
-1,883
Closed -$20K – 1045
2016
Q2 		$20K Buy
+1,883
New +$20.2K ﹤0.01% 756

Other funds holding NIM

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Evercore Wealth Management's NIM Position: Q3 2016 in Review

Evercore Wealth Management sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q3 2016, closing a stake of 1,883 shares — an estimated $20K sold.

Evercore Wealth Management first reported a position in NIM in Q2 2016 and held it in 1 quarter. The position peaked at $20K in Q2 2016. 29 funds tracked by Wall St. Rank hold NIM as of Q3 2016.

  • Evercore Wealth Management reported no remaining Nuveen Select Maturities Municipal Fund position as of Q3 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,883 Nuveen Select Maturities Municipal Fund shares in Q3 2016, an estimated $20K.
  • Evercore Wealth Management first reported a position in Nuveen Select Maturities Municipal Fund in Q2 2016 and held it in 1 quarter.
  • Evercore Wealth Management's Nuveen Select Maturities Municipal Fund position peaked at $20K in Q2 2016.
  • 29 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q3 2016.

Based on Evercore Wealth Management's 13F filing for Q3 2016, filed 10 Nov 2016.