Osaic Holdings
NID

Osaic Holdings’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Osaic Holdings’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
-36,797
Closed -$483K – 7735
2022
Q4 		$483K Buy
36,797
+10,521
+40% +$134K ﹤0.01% 3060
2022
Q3 		$325K Buy
26,276
+7,411
+39% +$98.4K ﹤0.01% 3304
2022
Q2 		$245K Buy
18,865
+688
+4% +$9.13K ﹤0.01% 3594
2022
Q1 		$251K Sell
18,177
-547
-3% -$7.78K ﹤0.01% 3832
2021
Q4 		$280K Buy
18,724
+1,770
+10% +$26.3K ﹤0.01% 3641
2021
Q3 		$249K Hold
16,954
– – ﹤0.01% 3706
2021
Q2 		$255K Hold
16,954
– – ﹤0.01% 3670
2021
Q1 		$242K Hold
16,954
– – ﹤0.01% 3571
2020
Q4 		$235K Buy
16,954
+3,000
+21% +$40.7K ﹤0.01% 3336
2020
Q3 		$187K Buy
13,954
+1,230
+10% +$16.4K ﹤0.01% 3316
2020
Q2 		$169K Buy
12,724
+3,270
+35% +$41.8K ﹤0.01% 3284
2020
Q1 		$122K Buy
+9,454
New +$130K ﹤0.01% 3307

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

Osaic Holdings's NID Position: Q1 2023 in Review

Osaic Holdings sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 36,797 shares — an estimated $483K sold.

Osaic Holdings first reported a position in NID in Q1 2020 and held it in 12 quarters. The position peaked at $483K in Q4 2022. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Osaic Holdings reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Osaic Holdings sold 36,797 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $483K.
  • Osaic Holdings first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2020 and held it in 12 quarters.
  • Osaic Holdings's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $483K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Osaic Holdings's 13F filing for Q1 2023, filed 12 May 2023.