OC
NID

Oppenheimer & Co’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Oppenheimer & Co’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
-14,862
Closed -$195K – 1474
2022
Q4 		$195K Sell
14,862
-508
-3% -$6.47K ﹤0.01% 1237
2022
Q3 		$190K Hold
15,370
– – ﹤0.01% 1235
2022
Q2 		$200K Buy
15,370
+3,539
+30% +$47K ﹤0.01% 1271
2022
Q1 		$164K Hold
11,831
– – ﹤0.01% 1383
2021
Q4 		$177K Buy
+11,831
New +$176K ﹤0.01% 1409
2019
Q2 		– Sell
-12,100
Closed -$159K – 1434
2019
Q1 		$159K Sell
12,100
-3,918
-24% -$50.3K ﹤0.01% 1262
2018
Q4 		$198K Buy
+16,018
New +$197K 0.01% 1108
2015
Q4 		– Sell
-15,025
Closed -$186K – 1461
2015
Q3 		$186K Buy
+15,025
New +$184K 0.01% 1182

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 $1.87B AUM 37.01% 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

Oppenheimer & Co's NID Position: Q1 2023 in Review

Oppenheimer & Co sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 14,862 shares — an estimated $195K sold.

Oppenheimer & Co first reported a position in NID in Q3 2015 and held it in 8 quarters. The position peaked at $200K in Q2 2022. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Oppenheimer & Co reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Oppenheimer & Co sold 14,862 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $195K.
  • Oppenheimer & Co first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2015 and held it in 8 quarters.
  • Oppenheimer & Co's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $200K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Oppenheimer & Co's 13F filing for Q1 2023, filed 10 May 2023.