PFO
NID

Pathstone Family Office’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-2,500
Closed -$35K – 1493
2020
Q4 		$35K Buy
+2,500
New +$33.9K ﹤0.01% 588
2013
Q3 		– Sell
-10,000
Closed -$128K – 491
2013
Q2 		$128K Buy
+10,000
New +$134K 0.15% 40

Other funds holding NID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return

Pathstone Family Office's NID Position: Q1 2021 in Review

Pathstone Family Office sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2021, closing a stake of 2,500 shares — an estimated $35K sold.

Pathstone Family Office first reported a position in NID in Q2 2013 and held it in 2 quarters. The position peaked at $128K in Q2 2013. 62 funds tracked by Wall St. Rank hold NID as of Q1 2021.

  • Pathstone Family Office reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 2,500 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2021, an estimated $35K.
  • Pathstone Family Office first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2013 and held it in 2 quarters.
  • Pathstone Family Office's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $128K in Q2 2013.
  • 62 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.