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Lee Financial’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Lee Financial’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
2025
Q4 		– Sell
-29,000
Closed -$269K – 173
2025
Q3 		$269K Buy
+29,000
New +$266K 0.03% 156
2025
Q1 		– Sell
-29,000
Closed -$253K – 170
2024
Q4 		$253K Hold
29,000
– – 0.04% 160
2024
Q3 		$269K Buy
+29,000
New +$267K 0.04% 156

Other funds holding NIM

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BSTWA
Blake Schutter Theil Wealth Advisors Dayton, Ohio $148M AUM 20.01% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee Financial's NIM Position: Q4 2025 in Review

Lee Financial sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2025, closing a stake of 29,000 shares — an estimated $269K sold.

Lee Financial first reported a position in NIM in Q3 2024 and held it in 3 quarters. The position peaked at $269K in Q3 2025. 53 funds tracked by Wall St. Rank hold NIM as of Q4 2025.

  • Lee Financial reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2025 after selling out during the quarter.
  • Lee Financial sold 29,000 Nuveen Select Maturities Municipal Fund shares in Q4 2025, an estimated $269K.
  • Lee Financial first reported a position in Nuveen Select Maturities Municipal Fund in Q3 2024 and held it in 3 quarters.
  • Lee Financial's Nuveen Select Maturities Municipal Fund position peaked at $269K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2025.

Based on Lee Financial's 13F filing for Q4 2025, filed 22 Jan 2026.