KAS
NID

Kestra Advisory Services’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Kestra Advisory Services’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
-55,965
Closed -$734K – 2354
2022
Q4 		$734K Sell
55,965
-2,144
-4% -$27.3K 0.01% 1196
2022
Q3 		$719K Sell
58,109
-1,276
-2% -$16.9K 0.01% 1122
2022
Q2 		$772K Sell
59,385
-11,993
-17% -$159K 0.01% 1097
2022
Q1 		$989K Sell
71,378
-8,178
-10% -$116K 0.01% 971
2021
Q4 		$1.19M Sell
79,556
-18,063
-19% -$268K 0.01% 903
2021
Q3 		$1.44M Buy
97,619
+12,940
+15% +$192K 0.01% 838
2021
Q2 		$1.27M Buy
84,679
+2,631
+3% +$38K 0.01% 828
2021
Q1 		$1.17M Sell
82,048
-3,304
-4% -$46.5K 0.01% 802
2020
Q4 		$1.18M Buy
85,352
+33,227
+64% +$450K 0.01% 790
2020
Q3 		$696K Buy
+52,125
New +$694K 0.01% 744

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
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
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
FC
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

Kestra Advisory Services's NID Position: Q1 2023 in Review

Kestra Advisory Services sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 55,965 shares — an estimated $734K sold.

Kestra Advisory Services first reported a position in NID in Q3 2020 and held it in 10 quarters. The position peaked at $1.44M in Q3 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Kestra Advisory Services reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Kestra Advisory Services sold 55,965 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $734K.
  • Kestra Advisory Services first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2020 and held it in 10 quarters.
  • Kestra Advisory Services's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $1.44M in Q3 2021.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Kestra Advisory Services's 13F filing for Q1 2023, filed 12 May 2023.