JOYN Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

JOYN Advisors’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
2020 Q1	$648K	Hold	49,916	–	–	0.22%	38
2019 Q4	$694K	Hold	49,916	–	–	0.15%	39
2019 Q3	$685K	Hold	49,916	–	–	0.15%	39
2019 Q2	$681K	Hold	49,916	–	–	0.15%	46
2019 Q1	$656K	Hold	49,916	–	–	0.15%	36
2018 Q4	$618K	Buy	49,916 +28,300	+131%	+$348K	0.14%	45
2018 Q3	$270K	Hold	21,616	–	–	0.05%	115
2018 Q2	$269K	Hold	21,616	–	–	0.06%	112
2018 Q1	$271K	Buy	21,616 +7,016	+48%	+$88.5K	0.06%	107
2017 Q4	$190K	Buy	+14,600	New	+$192K	0.04%	169

Other funds holding NID

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

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

JOYN Advisors's NID Position: Q1 2020 in Review

JOYN Advisors held its NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) position steady in Q1 2020 at 49,916 shares worth $648K. The position accounts for 0.22% of the portfolio, ranked #38.

JOYN Advisors first reported a position in NID in Q4 2017 and has held it in 10 quarters since. The position peaked at $694K in Q4 2019. 60 funds tracked by Wall St. Rank hold NID as of Q1 2020.

JOYN Advisors held 49,916 shares of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND worth $648K as of Q1 2020.
JOYN Advisors left its NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND share count unchanged in Q1 2020.
NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND made up 0.22% of JOYN Advisors's portfolio in Q1 2020, its #38 holding.
JOYN Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2017 and has held it in 10 quarters since.
JOYN Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $694K in Q4 2019.
60 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.