KFI
NID

Key Financial Inc’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Key Financial Inc’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
2021
Q2 		– Sell
-1,360
Closed -$19K – 908
2021
Q1 		$19K Hold
1,360
– – 0.01% 414
2020
Q4 		$19K Buy
+1,360
New +$18.4K 0.01% 384

Other funds holding NID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return

Key Financial Inc's NID Position: Q2 2021 in Review

Key Financial Inc sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2021, closing a stake of 1,360 shares — an estimated $19K sold.

Key Financial Inc first reported a position in NID in Q4 2020 and held it in 2 quarters. The position peaked at $19K in Q1 2021. 59 funds tracked by Wall St. Rank hold NID as of Q2 2021.

  • Key Financial Inc reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2021 after selling out during the quarter.
  • Key Financial Inc sold 1,360 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2021, an estimated $19K.
  • Key Financial Inc first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2020 and held it in 2 quarters.
  • Key Financial Inc's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $19K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2021.

Based on Key Financial Inc's 13F filing for Q2 2021, filed 2 Aug 2021.