MPW
NID

Melone Private Wealth’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Melone Private Wealth’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
-20,720
Closed -$272K – 55
2022
Q4 		$272K Buy
20,720
+1,140
+6% +$14.5K 0.23% 51
2022
Q3 		$249K Buy
19,580
+7,603
+63% +$101K 0.22% 53
2022
Q2 		$158K Buy
+11,977
New +$159K 0.13% 57

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 $1.87B AUM 37.01% 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

Melone Private Wealth's NID Position: Q1 2023 in Review

Melone Private Wealth sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 20,720 shares — an estimated $272K sold.

Melone Private Wealth first reported a position in NID in Q2 2022 and held it in 3 quarters. The position peaked at $272K in Q4 2022. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Melone Private Wealth reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Melone Private Wealth sold 20,720 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $272K.
  • Melone Private Wealth first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2022 and held it in 3 quarters.
  • Melone Private Wealth's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $272K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Melone Private Wealth's 13F filing for Q1 2023, filed 20 Apr 2023.