FFA
NID

First Foundation Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

First Foundation 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
2021
Q2 		– Sell
-14,458
Closed -$206K – 472
2021
Q1 		$206K Hold
14,458
– – 0.01% 393
2020
Q4 		$201K Hold
14,458
– – 0.01% 391
2020
Q3 		$193K Sell
14,458
-3,046
-17% -$40.6K 0.01% 352
2020
Q2 		$231K Hold
17,504
– – 0.01% 318
2020
Q1 		$227K Buy
17,504
+1,373
+9% +$18.9K 0.01% 309
2019
Q4 		$224K Buy
16,131
+5,914
+58% +$81.5K 0.01% 326
2019
Q3 		$140K Buy
+10,217
New +$139K 0.01% 343
2018
Q4 		– Sell
-19,788
Closed -$247K – 416
2018
Q3 		$247K Hold
19,788
– – 0.01% 309
2018
Q2 		$246K Buy
+19,788
New +$246K 0.01% 289

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $313M AUM 58.59% 1-Year Est. Return