J.W. Cole Advisors’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

J.W. Cole 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
2023 Q4	–	Sell	-12,027	Closed	-$102K	–	843
2023 Q3	$102K	Buy	12,027 +9	+0.1%	+$80	0.01%	713
2023 Q2	$108K	Buy	12,018 +8	+0.1%	+$73	0.01%	733
2023 Q1	$111K	Buy	12,010 +6	+0%	+$56	0.01%	749
2022 Q4	$109K	Buy	12,004 +7	+0.1%	+$63	0.01%	717
2022 Q3	$106K	Buy	+11,997	New	+$112K	0.01%	690

Other funds holding NIM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Croban Fremont, Ohio $213M AUM 14.32% 1-Year Est. Return

J.W. Cole Advisors's NIM Position: Q4 2023 in Review

J.W. Cole Advisors sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2023, closing a stake of 12,027 shares — an estimated $102K sold.

J.W. Cole Advisors first reported a position in NIM in Q3 2022 and held it in 5 quarters. The position peaked at $111K in Q1 2023. 56 funds tracked by Wall St. Rank hold NIM as of Q4 2023.

J.W. Cole Advisors reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2023 after selling out during the quarter.
J.W. Cole Advisors sold 12,027 Nuveen Select Maturities Municipal Fund shares in Q4 2023, an estimated $102K.
J.W. Cole Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q3 2022 and held it in 5 quarters.
J.W. Cole Advisors's Nuveen Select Maturities Municipal Fund position peaked at $111K in Q1 2023.
56 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2023.

Based on J.W. Cole Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.