Guidant Wealth Advisors’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Guidant Wealth Advisors’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
2019 Q1	–	Sell	-1,498	Closed	-$14K	–	286
2018 Q4	$14K	Hold	1,498	–	–	0.01%	185
2018 Q3	$14K	Hold	1,498	–	–	0.01%	139
2018 Q2	$14K	Hold	1,498	–	–	0.01%	138
2018 Q1	$14K	Hold	1,498	–	–	0.01%	137
2017 Q4	$15K	Buy	+1,498	New	+$15.2K	0.01%	133

Other funds holding NIM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

BFEC

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

RJFSA

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

Guidant Wealth Advisors's NIM Position: Q1 2019 in Review

Guidant Wealth Advisors sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q1 2019, closing a stake of 1,498 shares — an estimated $14K sold.

Guidant Wealth Advisors first reported a position in NIM in Q4 2017 and held it in 5 quarters. The position peaked at $15K in Q4 2017. 37 funds tracked by Wall St. Rank hold NIM as of Q1 2019.

Guidant Wealth Advisors reported no remaining Nuveen Select Maturities Municipal Fund position as of Q1 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 1,498 Nuveen Select Maturities Municipal Fund shares in Q1 2019, an estimated $14K.
Guidant Wealth Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2017 and held it in 5 quarters.
Guidant Wealth Advisors's Nuveen Select Maturities Municipal Fund position peaked at $15K in Q4 2017.
37 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q1 2019.

Based on Guidant Wealth Advisors's 13F filing for Q1 2019, filed 18 Apr 2019.