Forefront Wealth Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Forefront Wealth 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
2023 Q1	–	Sell	-39,663	Closed	-$520K	–	49
2022 Q4	$520K	Sell	39,663 -2,980	-7%	-$38K	0.7%	34
2022 Q3	$527K	Sell	42,643 -3,013	-7%	-$40K	0.73%	34
2022 Q2	$594K	Sell	45,656 -7,370	-14%	-$97.8K	0.8%	31
2022 Q1	$734K	Sell	53,026 -73	-0.1%	-$1.04K	0.73%	34
2021 Q4	$792K	Buy	+53,099	New	+$789K	0.76%	33

Other funds holding NID

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SPIA

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Forefront Wealth Management's NID Position: Q1 2023 in Review

Forefront Wealth Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 39,663 shares — an estimated $520K sold.

Forefront Wealth Management first reported a position in NID in Q4 2021 and held it in 5 quarters. The position peaked at $792K in Q4 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Forefront Wealth Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Forefront Wealth Management sold 39,663 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $520K.
Forefront Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2021 and held it in 5 quarters.
Forefront Wealth Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $792K in Q4 2021.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Forefront Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.