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	–	1397
2017 Q1	$1.88M	Hold	141,766	–	–	0.82%	31
2016 Q4	$1.8M	Hold	141,766	–	–	0.92%	28
2016 Q3	$1.97M	Hold	141,766	–	–	1.15%	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

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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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