RFWA
NID

RPg Family Wealth Advisory’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

RPg Family Wealth Advisory’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
Q2 		– Sell
-250
Closed -$3.47K – 350
2022
Q1 		$3.47K Buy
+250
New +$3.55K ﹤0.01% 322
2016
Q4 		– Sell
-1,750
Closed -$24.3K – 302
2016
Q3 		$24.3K Buy
+1,750
New +$24.6K 0.02% 157

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

RPg Family Wealth Advisory's NID Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2022, closing a stake of 250 shares — an estimated $3.47K sold.

RPg Family Wealth Advisory first reported a position in NID in Q3 2016 and held it in 2 quarters. The position peaked at $24.3K in Q3 2016. 66 funds tracked by Wall St. Rank hold NID as of Q2 2022.

  • RPg Family Wealth Advisory reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2022 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 250 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2022, an estimated $3.47K.
  • RPg Family Wealth Advisory first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2016 and held it in 2 quarters.
  • RPg Family Wealth Advisory's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $24.3K in Q3 2016.
  • 66 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.