PPA
NID

Parametric Portfolio Associates’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Parametric Portfolio Associates’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
2019
Q2 		– Sell
-30,457
Closed -$401K – 4070
2019
Q1 		$401K Buy
+30,457
New +$391K ﹤0.01% 3447
2016
Q1 		– Sell
-68,978
Closed -$887K – 4133
2015
Q4 		$887K Buy
68,978
+42,017
+156% +$527K ﹤0.01% 2880
2015
Q3 		$334K Sell
26,961
-598
-2% -$7.33K ﹤0.01% 2914
2015
Q2 		$338K Sell
27,559
-28,875
-51% -$365K ﹤0.01% 3502
2015
Q1 		$731K Buy
+56,434
New +$729K ﹤0.01% 3017

Other funds holding NID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return