Northwestern Mutual Wealth Management
NID

Northwestern Mutual Wealth Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Northwestern Mutual Wealth Management’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
2023
Q1 		– Sell
-8,403
Closed -$110K – 3670
2022
Q4 		$110K Sell
8,403
-3,096
-27% -$39.5K ﹤0.01% 1619
2022
Q3 		$141K Buy
11,499
+4,068
+55% +$54K ﹤0.01% 1519
2022
Q2 		$96K Buy
7,431
+1,305
+21% +$17.3K ﹤0.01% 1671
2022
Q1 		$85K Sell
6,126
-1,542
-20% -$21.9K ﹤0.01% 1781
2021
Q4 		$114K Buy
7,668
+1,726
+29% +$25.7K ﹤0.01% 1660
2021
Q3 		$87K Sell
5,942
-1,179
-17% -$17.5K ﹤0.01% 1692
2021
Q2 		$107K Buy
7,121
+5,737
+415% +$82.8K ﹤0.01% 1563
2021
Q1 		$20K Hold
1,384
– – ﹤0.01% 2064
2020
Q4 		$19K Hold
1,384
– – ﹤0.01% 1989
2020
Q3 		$18K Hold
1,384
– – ﹤0.01% 1840
2020
Q2 		$18K Hold
1,384
– – ﹤0.01% 1757
2020
Q1 		$18K Sell
1,384
-5,665
-80% -$77.9K ﹤0.01% 1740
2019
Q4 		$98K Hold
7,049
– – ﹤0.01% 1206
2019
Q3 		$97K Buy
7,049
+5,665
+409% +$76.9K ﹤0.01% 1171
2019
Q2 		$19K Buy
1,384
+912
+193% +$12.1K ﹤0.01% 1756
2019
Q1 		$6K Sell
472
-1,741
-79% -$22.3K ﹤0.01% 2115
2018
Q4 		$27K Buy
2,213
+1,741
+369% +$21.4K ﹤0.01% 1498
2018
Q3 		$6K Hold
472
– – ﹤0.01% 2078
2018
Q2 		$6K Sell
472
-5,460
-92% -$67.9K ﹤0.01% 1996
2018
Q1 		$75K Buy
+5,932
New +$74.8K ﹤0.01% 1050
2017
Q4 		– Sell
-1,471
Closed -$20K – 2558
2017
Q3 		$20K Hold
1,471
– – ﹤0.01% 1476
2017
Q2 		$20K Hold
1,471
– – ﹤0.01% 1403
2017
Q1 		$19K Buy
+1,471
New +$19.1K ﹤0.01% 1367
2016
Q2 		– Sell
-7,790
Closed -$104K – 2416
2016
Q1 		$104K Buy
+7,790
New +$102K ﹤0.01% 691

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Northwestern Mutual Wealth Management's NID Position: Q1 2023 in Review

Northwestern Mutual Wealth Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 8,403 shares — an estimated $110K sold.

Northwestern Mutual Wealth Management first reported a position in NID in Q1 2016 and held it in 24 quarters. The position peaked at $141K in Q3 2022. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Northwestern Mutual Wealth Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 8,403 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $110K.
  • Northwestern Mutual Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2016 and held it in 24 quarters.
  • Northwestern Mutual Wealth Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $141K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.