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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return

First Foundation Advisors's NID Position: Q2 2021 in Review

First Foundation Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2021, closing a stake of 14,458 shares — an estimated $206K sold.

First Foundation Advisors first reported a position in NID in Q2 2018 and held it in 9 quarters. The position peaked at $247K in Q3 2018. 59 funds tracked by Wall St. Rank hold NID as of Q2 2021.

First Foundation Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2021 after selling out during the quarter.
First Foundation Advisors sold 14,458 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2021, an estimated $206K.
First Foundation Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2018 and held it in 9 quarters.
First Foundation Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $247K in Q3 2018.
59 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2021.

Based on First Foundation Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.