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

HHM 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
2022 Q3	–	Sell	-5,000	Closed	-$46K	–	756
2022 Q2	$46K	Hold	5,000	–	–	0.01%	291
2022 Q1	$48K	Hold	5,000	–	–	0.01%	315
2021 Q4	$54K	Hold	5,000	–	–	0.01%	295
2021 Q3	$54K	Hold	5,000	–	–	0.01%	288
2021 Q2	$55K	Hold	5,000	–	–	0.02%	286
2021 Q1	$53K	Hold	5,000	–	–	0.02%	262
2020 Q4	$53K	Hold	5,000	–	–	0.02%	253
2020 Q3	$52K	Hold	5,000	–	–	0.02%	220
2020 Q2	$51K	Hold	5,000	–	–	0.02%	224
2020 Q1	$49K	Buy	+5,000	New	+$51.7K	0.02%	205

Other funds holding NIM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

RJFSA

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

HHM Wealth Advisors's NIM Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q3 2022, closing a stake of 5,000 shares — an estimated $46K sold.

HHM Wealth Advisors first reported a position in NIM in Q1 2020 and held it in 10 quarters. The position peaked at $55K in Q2 2021. 55 funds tracked by Wall St. Rank hold NIM as of Q3 2022.

HHM Wealth Advisors reported no remaining Nuveen Select Maturities Municipal Fund position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 5,000 Nuveen Select Maturities Municipal Fund shares in Q3 2022, an estimated $46K.
HHM Wealth Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's Nuveen Select Maturities Municipal Fund position peaked at $55K in Q2 2021.
55 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.