Geneva Partners’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Geneva Partners’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
2017 Q4	–	Sell	-14,039	Closed	-$145K	–	91
2017 Q3	$145K	Buy	+14,039	New	+$144K	0.11%	86
2016 Q2	$141K	Buy	+13,977	New	+$150K	0.13%	78

Other funds holding NIM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geneva Partners's NIM Position: Q4 2017 in Review

Geneva Partners sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2017, closing a stake of 14,039 shares — an estimated $145K sold.

Geneva Partners first reported a position in NIM in Q2 2016 and held it in 2 quarters. The position peaked at $145K in Q3 2017. 38 funds tracked by Wall St. Rank hold NIM as of Q4 2017.

Geneva Partners reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2017 after selling out during the quarter.
Geneva Partners sold 14,039 Nuveen Select Maturities Municipal Fund shares in Q4 2017, an estimated $145K.
Geneva Partners first reported a position in Nuveen Select Maturities Municipal Fund in Q2 2016 and held it in 2 quarters.
Geneva Partners's Nuveen Select Maturities Municipal Fund position peaked at $145K in Q3 2017.
38 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2017.

Based on Geneva Partners's 13F filing for Q4 2017, filed 8 Feb 2018.