Patten Group’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Patten Group’s Portfolio NIM Stock Details NIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,596	Closed	-$95.4K	–	237
2023 Q2	$95.4K	Sell	10,596 -13,406	-56%	-$123K	0.01%	238
2023 Q1	$222K	Sell	24,002 -1,644	-6%	-$15.3K	0.07%	226
2022 Q4	$232K	Sell	25,646 -4,564	-15%	-$41.3K	0.07%	220
2022 Q3	$273K	Sell	30,210 -5,352	-15%	-$49.8K	0.09%	206
2022 Q2	$332K	Sell	35,562 -10,622	-23%	-$98.8K	0.11%	185
2022 Q1	$442K	Sell	46,184 -15,213	-25%	-$153K	0.12%	170
2021 Q4	$657K	Buy	+61,397	New	+$655K	0.17%	136

Other funds holding NIM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Patten Group's NIM Position: Q3 2023 in Review

Patten Group sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q3 2023, closing a stake of 10,596 shares — an estimated $95.4K sold.

Patten Group first reported a position in NIM in Q4 2021 and held it in 7 quarters. The position peaked at $657K in Q4 2021. 58 funds tracked by Wall St. Rank hold NIM as of Q3 2023.

Patten Group reported no remaining Nuveen Select Maturities Municipal Fund position as of Q3 2023 after selling out during the quarter.
Patten Group sold 10,596 Nuveen Select Maturities Municipal Fund shares in Q3 2023, an estimated $95.4K.
Patten Group first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2021 and held it in 7 quarters.
Patten Group's Nuveen Select Maturities Municipal Fund position peaked at $657K in Q4 2021.
58 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q3 2023.

Based on Patten Group's 13F filing for Q3 2023, filed 12 Oct 2023.