Proficio Capital Partners’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Proficio Capital Partners’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
2017 Q2	–	Sell	-141,766	Closed	-$1.88M	–	1395
2017 Q1	$1.88M	Hold	141,766	–	–	0.82%	31
2016 Q4	$1.8M	Hold	141,766	–	–	0.76%	28
2016 Q3	$1.97M	Hold	141,766	–	–	1.13%	22
2016 Q2	$2.01M	Hold	141,766	–	–	1.26%	15
2016 Q1	$1.89M	Hold	141,766	–	–	1.58%	10
2015 Q4	$1.82M	Buy	+141,766	New	+$1.78M	1.79%	13

Other funds holding NID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Proficio Capital Partners's NID Position: Q2 2017 in Review

Proficio Capital Partners sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2017, closing a stake of 141,766 shares — an estimated $1.88M sold.

Proficio Capital Partners first reported a position in NID in Q4 2015 and held it in 6 quarters. The position peaked at $2.01M in Q2 2016. 43 funds tracked by Wall St. Rank hold NID as of Q2 2017.

Proficio Capital Partners reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2017 after selling out during the quarter.
Proficio Capital Partners sold 141,766 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2017, an estimated $1.88M.
Proficio Capital Partners first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2015 and held it in 6 quarters.
Proficio Capital Partners's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $2.01M in Q2 2016.
43 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2017.

Based on Proficio Capital Partners's 13F filing for Q2 2017, filed 3 Aug 2017.