NewEdge Advisors
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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% +$6.52K 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 -$372K – 702
2018
Q4 		$372K Buy
+38,724
New +$369K 0.02% 437

Other funds holding NIM

1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Tortoise Investment Management
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
Wakefield Asset Management
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Anchor Investment Management
Anchor Investment Management Columbia, South Carolina $1.33B AUM 27.72% 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.