MFG
NID

Magnus Financial Group’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Magnus Financial Group’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
2023
Q1 		– Sell
-13,739
Closed -$180K – 293
2022
Q4 		$180K Hold
13,739
– – 0.03% 251
2022
Q3 		$170K Hold
13,739
– – 0.03% 241
2022
Q2 		$179K Hold
13,739
– – 0.03% 262
2022
Q1 		$190K Hold
13,739
– – 0.03% 277
2021
Q4 		$205K Hold
13,739
– – 0.04% 246
2021
Q3 		$202K Hold
13,739
– – 0.04% 233
2021
Q2 		$206K Hold
13,739
– – 0.04% 232
2021
Q1 		$196K Hold
13,739
– – 0.05% 220
2020
Q4 		$191K Hold
13,739
– – 0.02% 317
2020
Q3 		$184K Hold
13,739
– – 0.02% 272
2020
Q2 		$181K Sell
13,739
-9,200
-40% -$118K 0.02% 596
2020
Q1 		$298K Buy
+22,939
New +$315K 0.04% 283

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Magnus Financial Group's NID Position: Q1 2023 in Review

Magnus Financial Group sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 13,739 shares — an estimated $180K sold.

Magnus Financial Group first reported a position in NID in Q1 2020 and held it in 12 quarters. The position peaked at $298K in Q1 2020. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Magnus Financial Group reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Magnus Financial Group sold 13,739 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $180K.
  • Magnus Financial Group first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2020 and held it in 12 quarters.
  • Magnus Financial Group's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $298K in Q1 2020.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Magnus Financial Group's 13F filing for Q1 2023, filed 10 May 2023.