SLWA
NID

San Luis Wealth Advisors’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-10,000
Closed -$149K – 464
2022
Q1 		$149K Buy
+10,000
New +$142K 0.07% 174
2021
Q4 		– Sell
-10,000
Closed -$147K – 167
2021
Q3 		$147K Buy
+10,000
New +$148K 0.08% 148
2020
Q4 		$582K Buy
+41,955
New +$569K 0.38% 69

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

San Luis Wealth Advisors's NID Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2022, closing a stake of 10,000 shares — an estimated $149K sold.

San Luis Wealth Advisors first reported a position in NID in Q4 2020 and held it in 3 quarters. The position peaked at $582K in Q4 2020. 66 funds tracked by Wall St. Rank hold NID as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 10,000 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2022, an estimated $149K.
  • San Luis Wealth Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2020 and held it in 3 quarters.
  • San Luis Wealth Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $582K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.