SAM
NID

SignalPoint Asset Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

SignalPoint Asset Management’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
2015
Q3 		– Sell
-19,009
Closed -$246K – 208
2015
Q2 		$246K Hold
19,009
– – 0.1% 164
2015
Q1 		$246K Hold
19,009
– – 0.1% 164
2014
Q4 		$238K Sell
19,009
-2,000
-10% -$25K 0.11% 138
2014
Q3 		$262K Hold
21,009
– – 0.13% 129
2014
Q2 		$265K Hold
21,009
– – 0.12% 136
2014
Q1 		$251K Hold
21,009
– – 0.12% 135
2013
Q4 		$242K Buy
+21,009
New +$236K 0.11% 139

Other funds holding NID

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return