RJFSA
NID

Raymond James Financial Services Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Raymond James Financial Services Advisors’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
2023
Q1 		– Sell
-273,500
Closed -$3.59M – 3460
2022
Q4 		$3.59M Buy
273,500
+85,883
+46% +$1.09M 0.01% 1131
2022
Q3 		$2.32M Buy
187,617
+25,164
+15% +$334K 0.01% 1344
2022
Q2 		$2.11M Sell
162,453
-20,745
-11% -$275K ﹤0.01% 1409
2022
Q1 		$2.54M Sell
183,198
-2,685
-1% -$38.2K ﹤0.01% 1359
2021
Q4 		$2.77M Buy
185,883
+12,404
+7% +$184K 0.01% 1331
2021
Q3 		$2.55M Buy
173,479
+7,158
+4% +$106K 0.01% 1348
2021
Q2 		$2.49M Buy
166,321
+15,705
+10% +$227K 0.01% 1354
2021
Q1 		$2.15M Buy
150,616
+5,620
+4% +$79.1K ﹤0.01% 1369
2020
Q4 		$2.01M Buy
144,996
+11,239
+8% +$152K 0.01% 1291
2020
Q3 		$1.79M Buy
133,757
+23,693
+22% +$316K 0.01% 1229
2020
Q2 		$1.45M Buy
110,064
+14,345
+15% +$183K ﹤0.01% 1267
2020
Q1 		$1.24M Sell
95,719
-15,616
-14% -$215K 0.01% 1103
2019
Q4 		$1.55M Buy
111,335
+12,053
+12% +$166K 0.01% 1300
2019
Q3 		$1.36M Sell
99,282
-6,724
-6% -$91.3K ﹤0.01% 1306
2019
Q2 		$1.42M Buy
106,006
+14,703
+16% +$196K 0.01% 1292
2019
Q1 		$1.2M Buy
+91,303
New +$1.17M 0.01% 1354
2018
Q4 		– Sell
-82,366
Closed -$1.03M – 2975
2018
Q3 		$1.03M Buy
82,366
+1,071
+1% +$13.3K ﹤0.01% 1455
2018
Q2 		$1.01M Buy
+81,295
New +$1.01M 0.01% 1415
2018
Q1 		– Sell
-65,173
Closed -$847K – 2828
2017
Q4 		$847K Sell
65,173
-2,033
-3% -$26.8K 0.01% 1405
2017
Q3 		$899K Sell
67,206
-3,719
-5% -$50.1K 0.01% 1378
2017
Q2 		$946K Buy
70,925
+15,091
+27% +$199K 0.01% 1315
2017
Q1 		$724K Sell
55,834
-962
-2% -$12.5K 0.01% 1369
2016
Q4 		$722K Buy
56,796
+3,781
+7% +$49.5K 0.01% 1307
2016
Q3 		$735K Buy
53,015
+5,728
+12% +$80.5K 0.01% 1273
2016
Q2 		$671K Buy
47,287
+3,629
+8% +$50K 0.01% 1265
2016
Q1 		$582K Sell
43,658
-20,965
-32% -$274K 0.01% 1187
2015
Q4 		$831K Buy
64,623
+30,142
+87% +$378K 0.01% 996
2015
Q3 		$428K Buy
+34,481
New +$423K 0.01% 1117

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $287M AUM 20.26% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Raymond James Financial Services Advisors's NID Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 273,500 shares — an estimated $3.59M sold.

Raymond James Financial Services Advisors first reported a position in NID in Q3 2015 and held it in 28 quarters. The position peaked at $3.59M in Q4 2022. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Raymond James Financial Services Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 273,500 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $3.59M.
  • Raymond James Financial Services Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2015 and held it in 28 quarters.
  • Raymond James Financial Services Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $3.59M in Q4 2022.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.