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Lokken Investment Group’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Lokken Investment Group’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
-15,129
Closed -$140K – 153
2024
Q3 		$140K Hold
15,129
– – 0.06% 151
2024
Q2 		$137K Sell
15,129
-5,065
-25% -$45.1K 0.06% 144
2024
Q1 		$182K Hold
20,194
– – 0.09% 133
2023
Q4 		$178K Hold
20,194
– – 0.1% 129
2023
Q3 		$171K Hold
20,194
– – 0.11% 126
2023
Q2 		$182K Buy
20,194
+745
+4% +$6.82K 0.12% 123
2023
Q1 		$180K Buy
19,449
+5,065
+35% +$47.1K 0.14% 120
2022
Q4 		$130K Hold
14,384
– – 0.1% 115
2022
Q3 		$127K Hold
14,384
– – 0.11% 109
2022
Q2 		$132K Hold
14,384
– – 0.11% 112
2022
Q1 		$134K Hold
14,384
– – 0.11% 122
2021
Q4 		$154K Buy
14,384
+2,300
+19% +$24.5K 0.11% 133
2021
Q3 		$131K Buy
+12,084
New +$131K 0.1% 119

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
C
Croban Fremont, Ohio $213M AUM 14.32% 1-Year Est. Return

Lokken Investment Group's NIM Position: Q4 2024 in Review

Lokken Investment Group sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2024, closing a stake of 15,129 shares — an estimated $140K sold.

Lokken Investment Group first reported a position in NIM in Q3 2021 and held it in 13 quarters. The position peaked at $182K in Q2 2023. 58 funds tracked by Wall St. Rank hold NIM as of Q4 2024.

  • Lokken Investment Group reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 15,129 Nuveen Select Maturities Municipal Fund shares in Q4 2024, an estimated $140K.
  • Lokken Investment Group first reported a position in Nuveen Select Maturities Municipal Fund in Q3 2021 and held it in 13 quarters.
  • Lokken Investment Group's Nuveen Select Maturities Municipal Fund position peaked at $182K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.