IWMPD
NID

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

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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return