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

Kercheville 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
2023 Q1	–	Sell	-179,755	Closed	-$2.36M	–	89
2022 Q4	$2.36M	Hold	179,755	–	–	1.63%	22
2022 Q3	$2.22M	Hold	179,755	–	–	2.27%	15
2022 Q2	$2.34M	Hold	179,755	–	–	1.53%	19
2022 Q1	$2.49M	Hold	179,755	–	–	1.18%	19
2021 Q4	$2.68M	Hold	179,755	–	–	1.17%	22
2021 Q3	$2.65M	Sell	179,755 -5,000	-3%	-$74.2K	1.25%	23
2021 Q2	$2.77M	Hold	184,755	–	–	1.28%	20
2021 Q1	$2.64M	Buy	184,755 +5,000	+3%	+$70.3K	1.32%	19
2020 Q4	$2.5M	Buy	+179,755	New	+$2.44M	1.36%	21

Other funds holding NID

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 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

Kercheville Advisors's NID Position: Q1 2023 in Review

Kercheville Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 179,755 shares — an estimated $2.36M sold.

Kercheville Advisors first reported a position in NID in Q4 2020 and held it in 9 quarters. The position peaked at $2.77M in Q2 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Kercheville Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Kercheville Advisors sold 179,755 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $2.36M.
Kercheville Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2020 and held it in 9 quarters.
Kercheville Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $2.77M in Q2 2021.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Kercheville Advisors's 13F filing for Q1 2023, filed 6 Apr 2023.