James Investment Research’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

James Investment Research’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
2025 Q4	–	Sell	-13,821	Closed	-$128K	–	372
2025 Q3	$128K	Hold	13,821	–	–	0.01%	332
2025 Q2	$125K	Hold	13,821	–	–	0.01%	313
2025 Q1	$129K	Hold	13,821	–	–	0.02%	301
2024 Q4	$120K	Sell	13,821 -2,786	-17%	-$25.2K	0.01%	308
2024 Q3	$154K	Hold	16,607	–	–	0.02%	305
2024 Q2	$150K	Hold	16,607	–	–	0.02%	300
2024 Q1	$149K	Hold	16,607	–	–	0.02%	298
2023 Q4	$146K	Sell	16,607 -40,202	-71%	-$348K	0.02%	284
2023 Q3	$481K	Hold	56,809	–	–	0.06%	196
2023 Q2	$511K	Hold	56,809	–	–	0.07%	188
2023 Q1	$524K	Hold	56,809	–	–	0.07%	179
2022 Q4	$515K	Sell	56,809 -15,200	-21%	-$137K	0.07%	170
2022 Q3	$638K	Hold	72,009	–	–	0.09%	159
2022 Q2	$661K	Hold	72,009	–	–	0.09%	156
2022 Q1	$690K	Hold	72,009	–	–	0.07%	178
2021 Q4	$770K	Hold	72,009	–	–	0.07%	173
2021 Q3	$782K	Hold	72,009	–	–	0.07%	168
2021 Q2	$790K	Sell	72,009 -9,901	-12%	-$107K	0.07%	175
2021 Q1	$875K	Sell	81,910 -5,507	-6%	-$58.4K	0.08%	160
2020 Q4	$933K	Sell	87,417 -6,706	-7%	-$70.4K	0.08%	161
2020 Q3	$988K	Hold	94,123	–	–	0.09%	162
2020 Q2	$963K	Sell	94,123 -1,500	-2%	-$14.7K	0.09%	156
2020 Q1	$935K	Sell	95,623 -1	-0%	-$10	0.1%	135
2019 Q4	$1M	Sell	95,624 -3,750	-4%	-$39.2K	0.07%	181
2019 Q3	$1.03M	Sell	99,374 -2,000	-2%	-$20.8K	0.08%	180
2019 Q2	$1.06M	Hold	101,374	–	–	0.08%	169
2019 Q1	$1.01M	Sell	101,374 -7,500	-7%	-$74K	0.07%	208
2018 Q4	$1.04M	Sell	108,874 -3,300	-3%	-$31.5K	0.07%	331
2018 Q3	$1.07M	Hold	112,174	–	–	0.04%	466
2018 Q2	$1.09M	Sell	112,174 -8,564	-7%	-$82.9K	0.04%	467
2018 Q1	$1.17M	Sell	120,738 -6,644	-5%	-$64.9K	0.04%	460
2017 Q4	$1.27M	Hold	127,382	–	–	0.04%	453
2017 Q3	$1.31M	Sell	127,382 -15,545	-11%	-$159K	0.04%	427
2017 Q2	$1.44M	Sell	142,927 -15,720	-10%	-$158K	0.04%	286
2017 Q1	$1.57M	Hold	158,647	–	–	0.04%	276
2016 Q4	$1.55M	Buy	158,647 +65,043	+69%	+$655K	0.04%	238
2016 Q3	$1M	Hold	93,604	–	–	0.03%	245
2016 Q2	$1.01M	Buy	93,604 +2,300	+3%	+$24.7K	0.03%	222
2016 Q1	$965K	Sell	91,304 -900	-1%	-$9.32K	0.02%	215
2015 Q4	$944K	Hold	92,204	–	–	0.02%	218
2015 Q3	$926K	Sell	92,204 -37,000	-29%	-$373K	0.02%	216
2015 Q2	$1.31M	Buy	+129,204	New	+$1.34M	0.03%	211
2015 Q1	–	Hold	0	–	–	–	218
2014 Q4	–	Hold	0	–	–	–	205
2014 Q3	–	Hold	0	–	–	–	195
2014 Q2	–	Hold	0	–	–	–	188
2014 Q1	–	Hold	0	–	–	–	208
2013 Q4	–	Hold	0	–	–	–	288
2013 Q3	–	Hold	0	–	–	–	262
2013 Q2	–	Hold	0	–	–	–	244

Other funds holding NIM

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HWAM

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

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

BSTWA

Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 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

James Investment Research's NIM Position: Q4 2025 in Review

James Investment Research sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2025, closing a stake of 13,821 shares — an estimated $128K sold.

James Investment Research first reported a position in NIM in Q2 2015 and held it in 42 quarters. The position peaked at $1.57M in Q1 2017. 53 funds tracked by Wall St. Rank hold NIM as of Q4 2025.

James Investment Research reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2025 after selling out during the quarter.
James Investment Research sold 13,821 Nuveen Select Maturities Municipal Fund shares in Q4 2025, an estimated $128K.
James Investment Research first reported a position in Nuveen Select Maturities Municipal Fund in Q2 2015 and held it in 42 quarters.
James Investment Research's Nuveen Select Maturities Municipal Fund position peaked at $1.57M in Q1 2017.
53 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2025.

Based on James Investment Research's 13F filing for Q4 2025, filed 29 Jan 2026.