Koshinski Asset Management’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Koshinski Asset Management’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
2024 Q4	–	Sell	-15,200	Closed	-$141K	–	655
2024 Q3	$141K	Hold	15,200	–	–	0.01%	616
2024 Q2	$137K	Hold	15,200	–	–	0.01%	587
2024 Q1	$137K	Sell	15,200 -4,000	-21%	-$36K	0.01%	564
2023 Q4	$169K	Sell	19,200 -6,808	-26%	-$58.9K	0.03%	479
2023 Q3	$220K	Hold	26,008	–	–	0.03%	504
2023 Q2	$234K	Buy	+26,008	New	+$238K	0.03%	512
2023 Q1	–	Sell	-34,008	Closed	-$308K	–	603
2022 Q4	$308K	Hold	34,008	–	–	0.03%	452
2022 Q3	$301K	Sell	34,008 -5,000	-13%	-$46.6K	0.04%	418
2022 Q2	$358K	Hold	39,008	–	–	0.04%	430
2022 Q1	$374K	Hold	39,008	–	–	0.03%	440
2021 Q4	$417K	Hold	39,008	–	–	0.03%	432
2021 Q3	$424K	Buy	39,008 +9,300	+31%	+$101K	0.04%	418
2021 Q2	$326K	Sell	29,708 -9,300	-24%	-$100K	0.04%	412
2021 Q1	$417K	Hold	39,008	–	–	0.04%	404
2020 Q4	$416K	Hold	39,008	–	–	0.05%	359
2020 Q3	$405	Hold	39,008	–	–	0.05%	339
2020 Q2	$399K	Hold	39,008	–	–	0.06%	323
2020 Q1	$381K	Hold	39,008	–	–	0.08%	291
2019 Q4	$409K	Buy	+39,008	New	+$408K	0.07%	348
2019 Q3	–	Sell	-39,008	Closed	-$407K	–	227
2019 Q2	$407K	Buy	39,008 +1,200	+3%	+$12.3K	0.17%	166
2019 Q1	$377	Hold	37,808	–	–	0.1%	249
2018 Q4	$363K	Sell	37,808 -2,000	-5%	-$19.1K	0.09%	274
2018 Q3	$381K	Buy	39,808 +2,500	+7%	+$24.2K	0.05%	378
2018 Q2	$364K	Buy	37,308 +500	+1%	+$4.84K	0.11%	252
2018 Q1	$357K	Buy	36,808 +2,000	+6%	+$19.5K	0.11%	257
2017 Q4	$347K	Sell	34,808 -3,000	-8%	-$30.5K	0.09%	310
2017 Q3	$390K	Sell	37,808 -3,192	-8%	-$32.7K	0.13%	239
2017 Q2	$414K	Buy	41,000 +1,000	+3%	+$10.1K	0.15%	217
2017 Q1	$397K	Hold	40,000	–	–	0.16%	195
2016 Q4	$390K	Buy	40,000 +5,500	+16%	+$55.4K	0.19%	170
2016 Q3	$369K	Hold	34,500	–	–	0.18%	173
2016 Q2	$373K	Hold	34,500	–	–	0.2%	162
2016 Q1	$365K	Hold	34,500	–	–	0.24%	140
2015 Q4	$353K	Hold	34,500	–	–	0.25%	129
2015 Q3	$349K	Buy	34,500 +2,000	+6%	+$20.2K	0.22%	143
2015 Q2	$329K	Buy	+32,500	New	+$337K	0.21%	149

Other funds holding NIM

1CP

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

TIM

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Croban Fremont, Ohio $213M AUM 14.32% 1-Year Est. Return

Koshinski Asset Management's NIM Position: Q4 2024 in Review

Koshinski Asset Management sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2024, closing a stake of 15,200 shares — an estimated $141K sold.

Koshinski Asset Management first reported a position in NIM in Q2 2015 and held it in 36 quarters. The position peaked at $424K in Q3 2021. 58 funds tracked by Wall St. Rank hold NIM as of Q4 2024.

Koshinski Asset Management reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2024 after selling out during the quarter.
Koshinski Asset Management sold 15,200 Nuveen Select Maturities Municipal Fund shares in Q4 2024, an estimated $141K.
Koshinski Asset Management first reported a position in Nuveen Select Maturities Municipal Fund in Q2 2015 and held it in 36 quarters.
Koshinski Asset Management's Nuveen Select Maturities Municipal Fund position peaked at $424K in Q3 2021.
58 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2024.

Based on Koshinski Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.