IWA
NIM icon

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

IBEX 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
Q3 		– Sell
-1,200
Closed -$12K – 281
2019
Q2 		$12K Buy
+1,200
New +$12.3K ﹤0.01% 315

Other funds holding NIM

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IBEX Wealth Advisors's NIM Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q3 2019, closing a stake of 1,200 shares — an estimated $12K sold.

IBEX Wealth Advisors first reported a position in NIM in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 36 funds tracked by Wall St. Rank hold NIM as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Nuveen Select Maturities Municipal Fund position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,200 Nuveen Select Maturities Municipal Fund shares in Q3 2019, an estimated $12K.
  • IBEX Wealth Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Nuveen Select Maturities Municipal Fund position peaked at $12K in Q2 2019.
  • 36 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.