Sit Investment Associates’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Sit Investment Associates’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	-1,200	Closed	-$16K	–	563
2022 Q4	$16K	Buy	+1,200	New	+$15.3K	﹤0.01%	531
2022 Q2	–	Sell	-85,876	Closed	-$1.19M	–	542
2022 Q1	$1.19M	Hold	85,876	–	–	0.03%	335
2021 Q4	$1.28M	Buy	85,876 +31,374	+58%	+$466K	0.03%	345
2021 Q3	$802K	Buy	+54,502	New	+$809K	0.02%	371
2014 Q1	–	Sell	-195,380	Closed	-$2.25M	–	484
2013 Q4	$2.25M	Buy	+195,380	New	+$2.2M	0.04%	273

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

Sit Investment Associates's NID Position: Q1 2023 in Review

Sit Investment Associates sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 1,200 shares — an estimated $16K sold.

Sit Investment Associates first reported a position in NID in Q4 2013 and held it in 5 quarters. The position peaked at $2.25M in Q4 2013. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Sit Investment Associates reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Sit Investment Associates sold 1,200 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $16K.
Sit Investment Associates first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2013 and held it in 5 quarters.
Sit Investment Associates's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $2.25M in Q4 2013.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Sit Investment Associates's 13F filing for Q1 2023, filed 11 May 2023.