PMFA
NID

Plante Moran Financial Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Plante Moran Financial 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
2022
Q1 		– Sell
-1,000
Closed -$14.2K – 1066
2021
Q4 		$15K Hold
1,000
– – ﹤0.01% 617
2021
Q3 		$15K Hold
1,000
– – ﹤0.01% 626
2021
Q2 		$15K Hold
1,000
– – ﹤0.01% 624
2021
Q1 		$14K Buy
+1,000
New +$14.1K ﹤0.01% 604

Other funds holding NID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plante Moran Financial Advisors's NID Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2022, closing a stake of 1,000 shares — an estimated $14.2K sold.

Plante Moran Financial Advisors first reported a position in NID in Q1 2021 and held it in 4 quarters. The position peaked at $15K in Q4 2021. 69 funds tracked by Wall St. Rank hold NID as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,000 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2022, an estimated $14.2K.
  • Plante Moran Financial Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2021 and held it in 4 quarters.
  • Plante Moran Financial Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $15K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.