SFS
NID

Shaker Financial Services’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Shaker Financial Services’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
2014
Q4 		– Sell
-16,725
Closed -$209K – 177
2014
Q3 		$209K Buy
+16,725
New +$208K 0.14% 113

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
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Shaker Financial Services's NID Position: Q4 2014 in Review

Shaker Financial Services sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q4 2014, closing a stake of 16,725 shares — an estimated $209K sold.

Shaker Financial Services first reported a position in NID in Q3 2014 and held it in 1 quarter. The position peaked at $209K in Q3 2014. 42 funds tracked by Wall St. Rank hold NID as of Q4 2014.

  • Shaker Financial Services reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q4 2014 after selling out during the quarter.
  • Shaker Financial Services sold 16,725 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q4 2014, an estimated $209K.
  • Shaker Financial Services first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2014 and held it in 1 quarter.
  • Shaker Financial Services's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $209K in Q3 2014.
  • 42 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q4 2014.

Based on Shaker Financial Services's 13F filing for Q4 2014, filed 10 Feb 2015.