Sandy Spring Bank’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Sandy Spring Bank’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	-6,141	Closed	-$80.6K	–	1217
2022 Q4	$80.6K	Hold	6,141	–	–	﹤0.01%	454
2022 Q3	$76K	Hold	6,141	–	–	﹤0.01%	447
2022 Q2	$80K	Hold	6,141	–	–	﹤0.01%	443
2022 Q1	$85K	Hold	6,141	–	–	﹤0.01%	444
2021 Q4	$92K	Hold	6,141	–	–	﹤0.01%	457
2021 Q3	$90K	Hold	6,141	–	–	﹤0.01%	448
2021 Q2	$92K	Buy	6,141 +2,641	+75%	+$38.1K	﹤0.01%	448
2021 Q1	$50K	Hold	3,500	–	–	﹤0.01%	516
2020 Q4	$49K	Hold	3,500	–	–	﹤0.01%	492
2020 Q3	$47K	Hold	3,500	–	–	﹤0.01%	472
2020 Q2	$46K	Hold	3,500	–	–	﹤0.01%	470
2020 Q1	$45K	Sell	3,500 -550	-14%	-$7.56K	﹤0.01%	455
2019 Q4	$56K	Hold	4,050	–	–	﹤0.01%	458
2019 Q3	$56K	Hold	4,050	–	–	﹤0.01%	452
2019 Q2	$54K	Hold	4,050	–	–	﹤0.01%	453
2019 Q1	$53K	Sell	4,050 -3,550	-47%	-$45.5K	﹤0.01%	440
2018 Q4	$94K	Buy	+7,600	New	+$93.4K	0.01%	368

Other funds holding NID

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Sandy Spring Bank's NID Position: Q1 2023 in Review

Sandy Spring Bank sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 6,141 shares — an estimated $80.6K sold.

Sandy Spring Bank first reported a position in NID in Q4 2018 and held it in 17 quarters. The position peaked at $94K in Q4 2018. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Sandy Spring Bank reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Sandy Spring Bank sold 6,141 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $80.6K.
Sandy Spring Bank first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2018 and held it in 17 quarters.
Sandy Spring Bank's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $94K in Q4 2018.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Sandy Spring Bank's 13F filing for Q1 2023, filed 5 May 2023.