Kestra Advisory Services’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Kestra Advisory Services’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
2023 Q3	–	Sell	-40,202	Closed	-$363K	–	2190
2023 Q2	$363K	Buy	+40,202	New	+$368K	﹤0.01%	1487
2021 Q1	–	Sell	-41,980	Closed	-$450K	–	1983
2020 Q4	$450K	Buy	+41,980	New	+$440K	0.01%	1258

Other funds holding NIM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

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

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

HWAM

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Kestra Advisory Services's NIM Position: Q3 2023 in Review

Kestra Advisory Services sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q3 2023, closing a stake of 40,202 shares — an estimated $363K sold.

Kestra Advisory Services first reported a position in NIM in Q4 2020 and held it in 2 quarters. The position peaked at $450K in Q4 2020. 58 funds tracked by Wall St. Rank hold NIM as of Q3 2023.

Kestra Advisory Services reported no remaining Nuveen Select Maturities Municipal Fund position as of Q3 2023 after selling out during the quarter.
Kestra Advisory Services sold 40,202 Nuveen Select Maturities Municipal Fund shares in Q3 2023, an estimated $363K.
Kestra Advisory Services first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2020 and held it in 2 quarters.
Kestra Advisory Services's Nuveen Select Maturities Municipal Fund position peaked at $450K in Q4 2020.
58 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q3 2023.

Based on Kestra Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.