QWM
NID

QP Wealth Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

QP Wealth 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
2022
Q3 		– Sell
-10,975
Closed -$143K – 76
2022
Q2 		$143K Hold
10,975
– – 0.2% 70
2022
Q1 		$152K Hold
10,975
– – 0.17% 69
2021
Q4 		$164K Sell
10,975
-2,700
-20% -$40.1K 0.17% 70
2021
Q3 		$201K Sell
13,675
-200
-1% -$2.97K 0.22% 68
2021
Q2 		$208K Sell
13,875
-1,200
-8% -$17.3K 0.21% 69
2021
Q1 		$215K Hold
15,075
– – 0.23% 60
2020
Q4 		$209K Hold
15,075
– – 0.23% 64
2020
Q3 		$201K Hold
15,075
– – 0.26% 62
2020
Q2 		$199K Hold
15,075
– – 0.28% 55
2020
Q1 		$188K Sell
15,075
-1,500
-9% -$20.6K 0.27% 59
2019
Q4 		$233K Buy
+16,575
New +$228K 0.28% 75

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 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