NewEdge Advisors’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

NewEdge Advisors’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
2022 Q4	–	Sell	-11,700	Closed	-$104K	–	4168
2022 Q3	$104K	Sell	11,700 -7,794	-40%	-$72.6K	﹤0.01%	1448
2022 Q2	$179K	Hold	19,494	–	–	﹤0.01%	1410
2022 Q1	$187K	Hold	19,494	–	–	﹤0.01%	1028
2021 Q4	$209K	Sell	19,494 -1,017	-5%	-$10.8K	﹤0.01%	1504
2021 Q3	$223K	Sell	20,511 -5,994	-23%	-$65.2K	0.01%	1013
2021 Q2	$291K	Sell	26,505 -1,444	-5%	-$15.6K	0.01%	918
2021 Q1	$298K	Sell	27,949 -25,852	-48%	-$274K	0.01%	817
2020 Q4	$574K	Sell	53,801 -23,874	-31%	-$251K	0.02%	582
2020 Q3	$815K	Buy	77,675 +624	+0.8%	+$6.53K	0.03%	436
2020 Q2	$788K	Sell	77,051 -4,156	-5%	-$40.7K	0.03%	417
2020 Q1	$793K	Sell	81,207 -100	-0.1%	-$1.03K	0.04%	356
2019 Q4	$852K	Sell	81,307 -11,086	-12%	-$116K	0.03%	391
2019 Q3	$967K	Buy	+92,393	New	+$961K	0.04%	348
2019 Q1	–	Sell	-38,724	Closed	-$372	–	702
2018 Q4	$372	Buy	+38,724	New	+$369K	0.02%	437

Other funds holding NIM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

HWAM

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

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

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

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

NewEdge Advisors's NIM Position: Q4 2022 in Review

NewEdge Advisors sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2022, closing a stake of 11,700 shares — an estimated $104K sold.

NewEdge Advisors first reported a position in NIM in Q4 2018 and held it in 14 quarters. The position peaked at $967K in Q3 2019. 59 funds tracked by Wall St. Rank hold NIM as of Q4 2022.

NewEdge Advisors reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2022 after selling out during the quarter.
NewEdge Advisors sold 11,700 Nuveen Select Maturities Municipal Fund shares in Q4 2022, an estimated $104K.
NewEdge Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2018 and held it in 14 quarters.
NewEdge Advisors's Nuveen Select Maturities Municipal Fund position peaked at $967K in Q3 2019.
59 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2022.

Based on NewEdge Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.