IWC
NID

Integrated Wealth Concepts’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Integrated Wealth Concepts’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
-72,395
Closed -$950K – 1400
2022
Q4 		$950K Buy
72,395
+4,899
+7% +$62.4K 0.03% 487
2022
Q3 		$835K Buy
67,496
+4,840
+8% +$64.2K 0.03% 461
2022
Q2 		$815K Sell
62,656
-5,734
-8% -$76.1K 0.03% 467
2022
Q1 		$947K Sell
68,390
-4,697
-6% -$66.8K 0.03% 408
2021
Q4 		$1.09M Buy
73,087
+26,601
+57% +$395K 0.03% 393
2021
Q3 		$684K Sell
46,486
-1,734
-4% -$25.7K 0.02% 498
2021
Q2 		$722K Buy
48,220
+1,157
+2% +$16.7K 0.03% 446
2021
Q1 		$672K Buy
47,063
+1,744
+4% +$24.5K 0.03% 400
2020
Q4 		$629K Buy
45,319
+13,658
+43% +$185K 0.03% 360
2020
Q3 		$423K Buy
31,661
+6,506
+26% +$86.7K 0.03% 384
2020
Q2 		$332K Buy
25,155
+7,953
+46% +$102K 0.02% 374
2020
Q1 		$223K Sell
17,202
-1,743
-9% -$24K 0.02% 374
2019
Q4 		$264K Buy
18,945
+493
+3% +$6.79K 0.02% 391
2019
Q3 		$253K Buy
18,452
+1,994
+12% +$27.1K 0.03% 348
2019
Q2 		$149K Buy
+16,458
New +$219K 0.02% 372

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
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
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
FC
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

Integrated Wealth Concepts's NID Position: Q1 2023 in Review

Integrated Wealth Concepts sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 72,395 shares — an estimated $950K sold.

Integrated Wealth Concepts first reported a position in NID in Q2 2019 and held it in 15 quarters. The position peaked at $1.09M in Q4 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Integrated Wealth Concepts reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 72,395 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $950K.
  • Integrated Wealth Concepts first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2019 and held it in 15 quarters.
  • Integrated Wealth Concepts's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $1.09M in Q4 2021.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Integrated Wealth Concepts's 13F filing for Q1 2023, filed 3 May 2023.