PAIM
NID

Punch & Associates Investment Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Punch & Associates Investment Management’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
2020
Q2 		– Sell
-126,050
Closed -$1.64M – 247
2020
Q1 		$1.64M Sell
126,050
-201,525
-62% -$2.77M 0.2% 139
2019
Q4 		$4.56M Sell
327,575
-349
-0.1% -$4.81K 0.36% 109
2019
Q3 		$4.5M Sell
327,924
-85,684
-21% -$1.16M 0.37% 103
2019
Q2 		$5.55M Sell
413,608
-1,641
-0.4% -$21.8K 0.46% 93
2019
Q1 		$5.46M Buy
415,249
+11,815
+3% +$152K 0.47% 91
2018
Q4 		$5M Buy
403,434
+1,344
+0.3% +$16.5K 0.48% 88
2018
Q3 		$5.02M Buy
402,090
+5,842
+1% +$72.8K 0.4% 107
2018
Q2 		$4.93M Buy
396,248
+9,342
+2% +$116K 0.41% 105
2018
Q1 		$4.86M Buy
386,906
+31,655
+9% +$399K 0.43% 104
2017
Q4 		$4.62M Buy
355,251
+67,873
+24% +$894K 0.4% 113
2017
Q3 		$3.85M Buy
287,378
+2,924
+1% +$39.4K 0.34% 119
2017
Q2 		$3.79M Buy
284,454
+26,240
+10% +$347K 0.36% 120
2017
Q1 		$3.35M Buy
258,214
+3,778
+1% +$49.2K 0.32% 131
2016
Q4 		$3.23M Buy
254,436
+33,915
+15% +$444K 0.32% 123
2016
Q3 		$3.06M Sell
220,521
-116,124
-34% -$1.63M 0.33% 117
2016
Q2 		$4.77M Sell
336,645
-41,777
-11% -$576K 0.55% 73
2016
Q1 		$5.04M Sell
378,422
-60,843
-14% -$796K 0.61% 64
2015
Q4 		$5.65M Buy
439,265
+168,940
+62% +$2.12M 0.68% 54
2015
Q3 		$3.35M Buy
270,325
+11,825
+5% +$145K 0.46% 92
2015
Q2 		$3.17M Buy
258,500
+11,345
+5% +$143K 0.4% 107
2015
Q1 		$3.2M Buy
247,155
+580
+0.2% +$7.49K 0.4% 102
2014
Q4 		$3.08M Buy
246,575
+1,358
+0.6% +$17K 0.4% 108
2014
Q3 		$3.06M Buy
245,217
+12,836
+6% +$159K 0.43% 103
2014
Q2 		$2.93M Buy
232,381
+665
+0.3% +$8.21K 0.39% 113
2014
Q1 		$2.77M Buy
231,716
+4,720
+2% +$56K 0.38% 114
2013
Q4 		$2.61M Buy
+226,996
New +$2.55M 0.35% 121

Other funds holding NID

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Punch & Associates Investment Management's NID Position: Q2 2020 in Review

Punch & Associates Investment Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2020, closing a stake of 126,050 shares — an estimated $1.64M sold.

Punch & Associates Investment Management first reported a position in NID in Q4 2013 and held it in 26 quarters. The position peaked at $5.65M in Q4 2015. 54 funds tracked by Wall St. Rank hold NID as of Q2 2020.

  • Punch & Associates Investment Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2020 after selling out during the quarter.
  • Punch & Associates Investment Management sold 126,050 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2020, an estimated $1.64M.
  • Punch & Associates Investment Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2013 and held it in 26 quarters.
  • Punch & Associates Investment Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $5.65M in Q4 2015.
  • 54 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2020.

Based on Punch & Associates Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.