Integrated Wealth Management (Palm Desert)’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q3	–	Sell	-450	Closed	-$6K	–	1414
2016 Q2	$6K	Hold	450	–	–	﹤0.01%	895
2016 Q1	$6K	Hold	450	–	–	﹤0.01%	835
2015 Q4	$6K	Hold	450	–	–	﹤0.01%	920
2015 Q3	$6K	Hold	450	–	–	﹤0.01%	916
2015 Q2	$6K	Hold	450	–	–	﹤0.01%	942
2015 Q1	$5K	Buy	+450	New	+$5.81K	﹤0.01%	956

Other funds holding NID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s NID Position: Q3 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q3 2016, closing a stake of 450 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in NID in Q1 2015 and held it in 6 quarters. The position peaked at $6K in Q2 2016. 44 funds tracked by Wall St. Rank hold NID as of Q3 2016.

Integrated Wealth Management (Palm Desert) reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q3 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 450 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q3 2016, an estimated $6K.
Integrated Wealth Management (Palm Desert) first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2015 and held it in 6 quarters.
Integrated Wealth Management (Palm Desert)'s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $6K in Q2 2016.
44 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q3 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q3 2016, filed 21 Oct 2016.