OFG
NID

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

OTA 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
2014
Q1 		– Sell
-24,784
Closed -$285K – 151
2013
Q4 		$285K Buy
+24,784
New +$279K 0.18% 62

Other funds holding NID

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GCM
Gruss Capital Management New York $715M AUM 9.91% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

OTA Financial Group's NID Position: Q1 2014 in Review

OTA Financial Group sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2014, closing a stake of 24,784 shares — an estimated $285K sold.

OTA Financial Group first reported a position in NID in Q4 2013 and held it in 1 quarter. The position peaked at $285K in Q4 2013. 41 funds tracked by Wall St. Rank hold NID as of Q1 2014.

  • OTA Financial Group reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2014 after selling out during the quarter.
  • OTA Financial Group sold 24,784 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2014, an estimated $285K.
  • OTA Financial Group first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2013 and held it in 1 quarter.
  • OTA Financial Group's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $285K in Q4 2013.
  • 41 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.