PWA
NID

Phoenix Wealth Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Phoenix Wealth Advisors’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
Q4 		– Sell
-773
Closed -$11K – 376
2021
Q3 		$11K Hold
773
– – 0.01% 302
2021
Q2 		$11K Hold
773
– – 0.01% 295
2021
Q1 		$11K Hold
773
– – 0.01% 293
2020
Q4 		$11K Buy
+773
New +$10.5K 0.01% 293

Other funds holding NID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Phoenix Wealth Advisors's NID Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q4 2021, closing a stake of 773 shares — an estimated $11K sold.

Phoenix Wealth Advisors first reported a position in NID in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q3 2021. 62 funds tracked by Wall St. Rank hold NID as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 773 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q4 2021, an estimated $11K.
  • Phoenix Wealth Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $11K in Q3 2021.
  • 62 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.