NFG
NID

Next Financial Group’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-840
Closed -$11K – 1758
2017
Q3 		$11K Hold
840
– – ﹤0.01% 1196
2017
Q2 		$11K Sell
840
-850
-50% -$11.2K ﹤0.01% 1305
2017
Q1 		$22K Buy
1,690
+840
+99% +$10.9K 0.01% 1024
2016
Q4 		$11K Buy
+850
New +$11.1K ﹤0.01% 1635

Other funds holding NID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Next Financial Group's NID Position: Q4 2017 in Review

Next Financial Group sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q4 2017, closing a stake of 840 shares — an estimated $11K sold.

Next Financial Group first reported a position in NID in Q4 2016 and held it in 4 quarters. The position peaked at $22K in Q1 2017. 51 funds tracked by Wall St. Rank hold NID as of Q4 2017.

  • Next Financial Group reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 840 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q4 2017, an estimated $11K.
  • Next Financial Group first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2016 and held it in 4 quarters.
  • Next Financial Group's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $22K in Q1 2017.
  • 51 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.