RC
NID

RegentAtlantic Capital’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-4,000
Closed -$50K – 1205
2014
Q4 		$50K Buy
+4,000
New +$50K ﹤0.01% 582

Other funds holding NID

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RegentAtlantic Capital's NID Position: Q1 2015 in Review

RegentAtlantic Capital sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2015, closing a stake of 4,000 shares — an estimated $50K sold.

RegentAtlantic Capital first reported a position in NID in Q4 2014 and held it in 1 quarter. The position peaked at $50K in Q4 2014. 41 funds tracked by Wall St. Rank hold NID as of Q1 2015.

  • RegentAtlantic Capital reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 4,000 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2015, an estimated $50K.
  • RegentAtlantic Capital first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $50K in Q4 2014.
  • 41 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.