KIM
NID

Karpus Investment Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Karpus Investment Management’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
2023
Q1 		– Sell
-76,555
Closed -$1M – 475
2022
Q4 		$1M Buy
76,555
+62,274
+436% +$794K 0.03% 288
2022
Q3 		$177K Buy
+14,281
New +$190K 0.01% 485
2021
Q2 		– Sell
-145,061
Closed -$2.07M – 393
2021
Q1 		$2.07M Sell
145,061
-26,297
-15% -$370K 0.06% 175
2020
Q4 		$2.38M Hold
171,358
– – 0.07% 145
2020
Q3 		$2.29M Sell
171,358
-1,241
-0.7% -$16.5K 0.08% 135
2020
Q2 		$2.28M Hold
172,599
– – 0.09% 124
2020
Q1 		$2.24M Sell
172,599
-29,258
-14% -$402K 0.09% 130
2019
Q4 		$2.81M Sell
201,857
-15,398
-7% -$212K 0.09% 121
2019
Q3 		$2.98M Sell
217,255
-4,500
-2% -$61.1K 0.11% 121
2019
Q2 		$2.98M Sell
221,755
-1,400
-0.6% -$18.6K 0.11% 118
2019
Q1 		$2.94M Buy
223,155
+131,667
+144% +$1.69M 0.11% 121
2018
Q4 		$1.13M Buy
+91,488
New +$1.12M 0.05% 147
2015
Q1 		– Sell
-79,618
Closed -$995K – 212
2014
Q4 		$995K Sell
79,618
-176,526
-69% -$2.21M 0.05% 150
2014
Q3 		$3.19M Sell
256,144
-27,366
-10% -$340K 0.15% 96
2014
Q2 		$3.57M Sell
283,510
-6,363
-2% -$78.5K 0.17% 92
2014
Q1 		$3.47M Sell
289,873
-3,300
-1% -$39.1K 0.18% 104
2013
Q4 		$3.37M Buy
293,173
+47,936
+20% +$539K 0.19% 99
2013
Q3 		$2.81M Buy
+245,237
New +$2.85M 0.18% 93

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Karpus Investment Management's NID Position: Q1 2023 in Review

Karpus Investment Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 76,555 shares — an estimated $1M sold.

Karpus Investment Management first reported a position in NID in Q3 2013 and held it in 18 quarters. The position peaked at $3.57M in Q2 2014. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Karpus Investment Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Karpus Investment Management sold 76,555 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $1M.
  • Karpus Investment Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2013 and held it in 18 quarters.
  • Karpus Investment Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $3.57M in Q2 2014.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Karpus Investment Management's 13F filing for Q1 2023, filed 11 May 2023.