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Realta Investment Advisors’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Realta Investment Advisors’s Portfolio NIM Stock Details NIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,785
Closed -$60K – 1000
2019
Q4 		$60K Hold
5,785
– – 0.02% 629
2019
Q3 		$60K Hold
5,785
– – 0.02% 627
2019
Q2 		$60K Hold
5,785
– – 0.02% 628
2019
Q1 		$58K Buy
+5,785
New +$57.1K 0.03% 512

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1CP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Realta Investment Advisors's NIM Position: Q1 2020 in Review

Realta Investment Advisors sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q1 2020, closing a stake of 5,785 shares — an estimated $60K sold.

Realta Investment Advisors first reported a position in NIM in Q1 2019 and held it in 4 quarters. The position peaked at $60K in Q4 2019. 39 funds tracked by Wall St. Rank hold NIM as of Q1 2020.

  • Realta Investment Advisors reported no remaining Nuveen Select Maturities Municipal Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 5,785 Nuveen Select Maturities Municipal Fund shares in Q1 2020, an estimated $60K.
  • Realta Investment Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Nuveen Select Maturities Municipal Fund position peaked at $60K in Q4 2019.
  • 39 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.