Narwhal Capital Management’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Narwhal Capital Management’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
2023 Q4	–	Sell	-10,000	Closed	-$84.7K	–	170
2023 Q3	$84.7K	Hold	10,000	–	–	0.01%	162
2023 Q2	$90K	Hold	10,000	–	–	0.01%	164
2023 Q1	$92.3K	Hold	10,000	–	–	0.01%	160
2022 Q4	$90.6K	Hold	10,000	–	–	0.01%	156
2022 Q3	$89K	Hold	10,000	–	–	0.01%	147
2022 Q2	$92K	Sell	10,000 -3,275	-25%	-$30.5K	0.01%	153
2022 Q1	$127K	Hold	13,275	–	–	0.01%	150
2021 Q4	$142K	Hold	13,275	–	–	0.02%	154
2021 Q3	$144K	Hold	13,275	–	–	0.02%	153
2021 Q2	$146K	Sell	13,275 -2,083	-14%	-$22.5K	0.02%	158
2021 Q1	$164K	Hold	15,358	–	–	0.02%	151
2020 Q4	$164K	Sell	15,358 -7,917	-34%	-$83.1K	0.02%	145
2020 Q3	$244K	Hold	23,275	–	–	0.04%	127
2020 Q2	$238K	Hold	23,275	–	–	0.04%	125
2020 Q1	$227K	Sell	23,275 -2,015	-8%	-$20.8K	0.05%	118
2019 Q4	$265K	Hold	25,290	–	–	0.05%	122
2019 Q3	$263K	Sell	25,290 -614	-2%	-$6.39K	0.05%	121
2019 Q2	$270K	Hold	25,904	–	–	0.06%	118
2019 Q1	$258K	Hold	25,904	–	–	0.06%	131
2018 Q4	$249K	Hold	25,904	–	–	0.06%	128
2018 Q3	$248K	Sell	25,904 -636	-2%	-$6.17K	0.05%	135
2018 Q2	$259K	Buy	26,540 +775	+3%	+$7.5K	0.06%	131
2018 Q1	$250K	Buy	25,765 +1,500	+6%	+$14.7K	0.06%	136
2017 Q4	$242K	Hold	24,265	–	–	0.06%	142
2017 Q3	$250K	Sell	24,265 -1,250	-5%	-$12.8K	0.06%	142
2017 Q2	$257K	Hold	25,515	–	–	0.07%	138
2017 Q1	$253K	Hold	25,515	–	–	0.07%	140
2016 Q4	$249K	Hold	25,515	–	–	0.08%	137
2016 Q3	$273K	Sell	25,515 -1,000	-4%	-$10.8K	0.09%	126
2016 Q2	$287K	Hold	26,515	–	–	0.09%	123
2016 Q1	$280K	Hold	26,515	–	–	0.09%	122
2015 Q4	$272K	Hold	26,515	–	–	0.09%	125
2015 Q3	$266K	Hold	26,515	–	–	0.1%	124
2015 Q2	$268K	Hold	26,515	–	–	0.1%	123
2015 Q1	$286K	Hold	26,515	–	–	0.1%	120
2014 Q4	$283K	Hold	26,515	–	–	0.11%	122
2014 Q3	$277K	Hold	26,515	–	–	0.11%	129
2014 Q2	$273K	Hold	26,515	–	–	0.1%	134
2014 Q1	$270K	Buy	+26,515	New	+$266K	0.11%	129

Other funds holding NIM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Croban Fremont, Ohio $213M AUM 14.32% 1-Year Est. Return

Narwhal Capital Management's NIM Position: Q4 2023 in Review

Narwhal Capital Management sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2023, closing a stake of 10,000 shares — an estimated $84.7K sold.

Narwhal Capital Management first reported a position in NIM in Q1 2014 and held it in 39 quarters. The position peaked at $287K in Q2 2016. 56 funds tracked by Wall St. Rank hold NIM as of Q4 2023.

Narwhal Capital Management reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2023 after selling out during the quarter.
Narwhal Capital Management sold 10,000 Nuveen Select Maturities Municipal Fund shares in Q4 2023, an estimated $84.7K.
Narwhal Capital Management first reported a position in Nuveen Select Maturities Municipal Fund in Q1 2014 and held it in 39 quarters.
Narwhal Capital Management's Nuveen Select Maturities Municipal Fund position peaked at $287K in Q2 2016.
56 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2023.

Based on Narwhal Capital Management's 13F filing for Q4 2023, filed 25 Jan 2024.