NFP Retirement Inc’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

NFP Retirement Inc’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 Q3	–	Sell	-12,485	Closed	-$112K	–	230
2023 Q2	$112K	Buy	12,485 +1,684	+16%	+$15.4K	0.02%	222
2023 Q1	$99.7K	Buy	+10,801	New	+$100K	0.02%	235
2022 Q1	–	Sell	-15,094	Closed	-$162K	–	226
2021 Q4	$162K	Buy	+15,094	New	+$161K	0.06%	142

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

TIM

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

WAM

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

NFP Retirement Inc's NIM Position: Q3 2023 in Review

NFP Retirement Inc sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q3 2023, closing a stake of 12,485 shares — an estimated $112K sold.

NFP Retirement Inc first reported a position in NIM in Q4 2021 and held it in 3 quarters. The position peaked at $162K in Q4 2021. 58 funds tracked by Wall St. Rank hold NIM as of Q3 2023.

NFP Retirement Inc reported no remaining Nuveen Select Maturities Municipal Fund position as of Q3 2023 after selling out during the quarter.
NFP Retirement Inc sold 12,485 Nuveen Select Maturities Municipal Fund shares in Q3 2023, an estimated $112K.
NFP Retirement Inc first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2021 and held it in 3 quarters.
NFP Retirement Inc's Nuveen Select Maturities Municipal Fund position peaked at $162K in Q4 2021.
58 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q3 2023.

Based on NFP Retirement Inc's 13F filing for Q3 2023, filed 13 Feb 2025.