Sigma Planning Corp’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Sigma Planning Corp’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	-13,776	Closed	-$181K	–	1383
2022 Q4	$181K	Buy	13,776 +1,776	+15%	+$22.6K	0.01%	1144
2022 Q3	$148K	Hold	12,000	–	–	0.01%	1159
2022 Q2	$156K	Hold	12,000	–	–	0.01%	1187
2022 Q1	$166K	Buy	12,000 +1,362	+13%	+$19.4K	0.01%	1283
2021 Q4	$159K	Buy	10,638 +438	+4%	+$6.51K	﹤0.01%	1300
2021 Q3	$150K	Hold	10,200	–	–	﹤0.01%	1295
2021 Q2	$153K	Buy	+10,200	New	+$147K	﹤0.01%	1330

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 $2.57B AUM 28.13% 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

Sigma Planning Corp's NID Position: Q1 2023 in Review

Sigma Planning Corp sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 13,776 shares — an estimated $181K sold.

Sigma Planning Corp first reported a position in NID in Q2 2021 and held it in 7 quarters. The position peaked at $181K in Q4 2022. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Sigma Planning Corp reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Sigma Planning Corp sold 13,776 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $181K.
Sigma Planning Corp first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2021 and held it in 7 quarters.
Sigma Planning Corp's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $181K in Q4 2022.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.