S
NID

SignatureFD’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

SignatureFD’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
-7,450
Closed -$97.7K – 3455
2022
Q4 		$97.7K Buy
+7,450
New +$95K ﹤0.01% 1015
2015
Q4 		– Sell
-2,201
Closed -$27K – 1456
2015
Q3 		$27K Sell
2,201
-2,201
-50% -$27K 0.01% 461
2015
Q2 		$54K Hold
4,402
– – 0.01% 327
2015
Q1 		$57K Hold
4,402
– – 0.01% 298
2014
Q4 		$55K Hold
4,402
– – 0.01% 288
2014
Q3 		$55K Hold
4,402
– – 0.02% 247
2014
Q2 		$55K Hold
4,402
– – 0.02% 240
2014
Q1 		$53K Hold
4,402
– – 0.02% 194
2013
Q4 		$51K Hold
4,402
– – 0.02% 219
2013
Q3 		$51K Hold
4,402
– – 0.02% 204
2013
Q2 		$56K Buy
+4,402
New +$58.8K 0.03% 157

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
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
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
FC
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

SignatureFD's NID Position: Q1 2023 in Review

SignatureFD sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 7,450 shares — an estimated $97.7K sold.

SignatureFD first reported a position in NID in Q2 2013 and held it in 11 quarters. The position peaked at $97.7K in Q4 2022. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • SignatureFD reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • SignatureFD sold 7,450 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $97.7K.
  • SignatureFD first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2013 and held it in 11 quarters.
  • SignatureFD's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $97.7K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on SignatureFD's 13F filing for Q1 2023, filed 28 Apr 2023.