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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

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

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

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

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

QP Wealth Management's NID Position: Q3 2022 in Review

QP Wealth Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q3 2022, closing a stake of 10,975 shares — an estimated $143K sold.

QP Wealth Management first reported a position in NID in Q4 2019 and held it in 11 quarters. The position peaked at $233K in Q4 2019. 72 funds tracked by Wall St. Rank hold NID as of Q3 2022.

QP Wealth Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q3 2022 after selling out during the quarter.
QP Wealth Management sold 10,975 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q3 2022, an estimated $143K.
QP Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2019 and held it in 11 quarters.
QP Wealth Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $233K in Q4 2019.
72 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q3 2022.

Based on QP Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.