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Jacobi Capital Management’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Jacobi Capital Management’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
2021
Q4 		– Sell
-3,535
Closed -$38K – 994
2021
Q3 		$38K Buy
3,535
+9
+0.3% +$98 ﹤0.01% 723
2021
Q2 		$39K Buy
3,526
+10
+0.3% +$108 0.01% 685
2021
Q1 		$38K Buy
3,516
+7
+0.2% +$74 0.01% 642
2020
Q4 		$37K Buy
3,509
+20
+0.6% +$210 0.01% 594
2020
Q3 		$37K Buy
3,489
+11
+0.3% +$115 0.01% 548
2020
Q2 		$36K Buy
3,478
+11
+0.3% +$108 0.01% 534
2020
Q1 		$34K Buy
3,467
+7
+0.2% +$72 0.01% 488
2019
Q4 		$36K Buy
3,460
+14
+0.4% +$146 0.01% 521
2019
Q3 		$36K Buy
3,446
+10
+0.3% +$104 0.01% 502
2019
Q2 		$36K Buy
3,436
+10
+0.3% +$103 0.01% 500
2019
Q1 		$34K Buy
3,426
+8
+0.2% +$79 0.01% 474
2018
Q4 		$33K Buy
3,418
+14
+0.4% +$134 0.01% 449
2018
Q3 		$33K Buy
3,404
+11
+0.3% +$107 0.01% 488
2018
Q2 		$33K Buy
3,393
+7
+0.2% +$68 0.01% 491
2018
Q1 		$33K Buy
3,386
+10
+0.3% +$98 0.01% 459
2017
Q4 		$34K Sell
3,376
-985
-23% -$10K 0.01% 448
2017
Q3 		$45K Buy
4,361
+17
+0.4% +$174 0.02% 360
2017
Q2 		$44K Buy
4,344
+17
+0.4% +$171 0.02% 329
2017
Q1 		$43K Buy
4,327
+18
+0.4% +$178 0.02% 265
2016
Q4 		$43K Buy
4,309
+18
+0.4% +$181 0.03% 235
2016
Q3 		$46K Buy
4,291
+16
+0.4% +$173 0.02% 246
2016
Q2 		$46K Buy
+4,275
New +$45.8K 0.02% 231

Other funds holding NIM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PG
Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Jacobi Capital Management's NIM Position: Q4 2021 in Review

Jacobi Capital Management sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2021, closing a stake of 3,535 shares — an estimated $38K sold.

Jacobi Capital Management first reported a position in NIM in Q2 2016 and held it in 22 quarters. The position peaked at $46K in Q3 2016. 47 funds tracked by Wall St. Rank hold NIM as of Q4 2021.

  • Jacobi Capital Management reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 3,535 Nuveen Select Maturities Municipal Fund shares in Q4 2021, an estimated $38K.
  • Jacobi Capital Management first reported a position in Nuveen Select Maturities Municipal Fund in Q2 2016 and held it in 22 quarters.
  • Jacobi Capital Management's Nuveen Select Maturities Municipal Fund position peaked at $46K in Q3 2016.
  • 47 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.