SI
NID

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

Stephens Inc’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
Q1 		– Sell
-12,276
Closed -$141K – 961
2013
Q4 		$141K Sell
12,276
-129,147
-91% -$1.45M 0.01% 794
2013
Q3 		$1.62M Buy
141,423
+117,252
+485% +$1.36M 0.09% 223
2013
Q2 		$310K Buy
+24,171
New +$323K 0.02% 523

Other funds holding NID

U
UBS Zurich, Switzerland $136B AUM 16.36% 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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GCM
Gruss Capital Management New York $715M AUM 9.91% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return

Stephens Inc's NID Position: Q1 2014 in Review

Stephens Inc sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2014, closing a stake of 12,276 shares — an estimated $141K sold.

Stephens Inc first reported a position in NID in Q2 2013 and held it in 3 quarters. The position peaked at $1.62M in Q3 2013. 41 funds tracked by Wall St. Rank hold NID as of Q1 2014.

  • Stephens Inc reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2014 after selling out during the quarter.
  • Stephens Inc sold 12,276 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2014, an estimated $141K.
  • Stephens Inc first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2013 and held it in 3 quarters.
  • Stephens Inc's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $1.62M in Q3 2013.
  • 41 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2014.

Based on Stephens Inc's 13F filing for Q1 2014, filed 13 May 2014.