MFS
NID

MSI Financial Services’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

MSI Financial Services’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
2016
Q4 		$54K Buy
4,252
+18
+0.4% +$236 ﹤0.01% 1829
2016
Q3 		$59K Buy
4,234
+13
+0.3% +$183 ﹤0.01% 1732
2016
Q2 		$60K Buy
4,221
+12
+0.3% +$165 ﹤0.01% 1730
2016
Q1 		$56K Buy
4,209
+1,009
+32% +$13.2K ﹤0.01% 1677
2015
Q4 		$41K Buy
+3,200
New +$40.1K ﹤0.01% 1852

Other funds holding NID

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

MSI Financial Services's NID Position: Q4 2016 in Review

MSI Financial Services increased its NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) stake by 0.43% in Q4 2016, buying an estimated $236 and bringing the position to 4,252 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

MSI Financial Services first reported a position in NID in Q4 2015 and has held it in 5 quarters since. The position peaked at $60K in Q2 2016. 44 funds tracked by Wall St. Rank hold NID as of Q4 2016.

  • MSI Financial Services held 4,252 shares of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND worth $54K as of Q4 2016.
  • MSI Financial Services bought 18 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q4 2016, an estimated $236.
  • NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1829 holding.
  • MSI Financial Services first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $60K in Q2 2016.
  • 44 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.