Sterling Investment Advisors (Pennsylvania)’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-43,500
| Closed | -$566K | – | 144 |
|
|
2023
Q1 | $566K | Hold |
43,500
| – | – | 0.19% | 92 |
|
|
2022
Q4 | $571K | Hold |
43,500
| – | – | 0.2% | 95 |
|
|
2022
Q3 | $538K | Hold |
43,500
| – | – | 0.2% | 98 |
|
|
2022
Q2 | $566K | Sell |
43,500
-3,000
| -6% | -$39.8K | 0.19% | 97 |
|
|
2022
Q1 | $644K | Sell |
46,500
-9,000
| -16% | -$128K | 0.18% | 101 |
|
|
2021
Q4 | $828K | Hold |
55,500
| – | – | 0.23% | 94 |
|
|
2021
Q3 | $817K | Sell |
55,500
-2,000
| -3% | -$29.7K | 0.24% | 93 |
|
|
2021
Q2 | $861K | Sell |
57,500
-2,400
| -4% | -$34.7K | 0.25% | 94 |
|
|
2021
Q1 | $855K | Sell |
59,900
-600
| -1% | -$8.44K | 0.28% | 87 |
|
|
2020
Q4 | $840K | Buy |
60,500
+2,000
| +3% | +$27.1K | 0.29% | 80 |
|
|
2020
Q3 | $782K | Buy |
58,500
+2,500
| +4% | +$33.3K | 0.3% | 79 |
|
|
2020
Q2 | $739K | Sell |
56,000
-1,000
| -2% | -$12.8K | 0.31% | 79 |
|
|
2020
Q1 | $740K | Buy |
57,000
+2,000
| +4% | +$27.5K | 0.39% | 70 |
|
|
2019
Q4 | $765K | Hold |
55,000
| – | – | 0.35% | 68 |
|
|
2019
Q3 | $755K | Hold |
55,000
| – | – | 0.39% | 65 |
|
|
2019
Q2 | $739K | Hold |
55,000
| – | – | 0.38% | 68 |
|
|
2019
Q1 | $723K | Buy |
55,000
+7,000
| +15% | +$89.8K | 0.37% | 70 |
|
|
2018
Q4 | $594K | Sell |
48,000
-5,000
| -9% | -$61.5K | 0.35% | 72 |
|
|
2018
Q3 | $662K | Hold |
53,000
| – | – | 0.35% | 72 |
|
|
2018
Q2 | $659K | Sell |
53,000
-9,700
| -15% | -$121K | 0.39% | 69 |
|
|
2018
Q1 | $788K | Sell |
62,700
-4,000
| -6% | -$50.4K | 0.48% | 60 |
|
|
2017
Q4 | $866K | Buy |
66,700
+9,000
| +16% | +$119K | 0.54% | 57 |
|
|
2017
Q3 | $772K | Hold |
57,700
| – | – | 0.51% | 60 |
|
|
2017
Q2 | $770K | Buy |
57,700
+15,200
| +36% | +$201K | 0.51% | 60 |
|
|
2017
Q1 | $551K | Buy |
+42,500
| New | +$553K | 0.4% | 68 |
|
Sterling Investment Advisors (Pennsylvania)'s NID Position: Q2 2023 in Review
Sterling Investment Advisors (Pennsylvania) sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2023, closing a stake of 43,500 shares — an estimated $566K sold.
Sterling Investment Advisors (Pennsylvania) first reported a position in NID in Q1 2017 and held it in 25 quarters. The position peaked at $866K in Q4 2017. 0 funds tracked by Wall St. Rank hold NID as of Q2 2023.
- Sterling Investment Advisors (Pennsylvania) reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
- Sterling Investment Advisors (Pennsylvania) sold 43,500 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2023, an estimated $566K.
- Sterling Investment Advisors (Pennsylvania) first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2017 and held it in 25 quarters.
- Sterling Investment Advisors (Pennsylvania)'s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $866K in Q4 2017.
- 0 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2023.
Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2023, filed 3 Aug 2023.