Steward Partners Investment Advisory’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 |
-37,401
| Closed | -$486K | – | 3435 |
|
|
2023
Q1 | $486K | Sell |
37,401
-84,519
| -69% | -$1.11M | 0.01% | 937 |
|
|
2022
Q4 | $1.6M | Sell |
121,920
-45,023
| -27% | -$574K | 0.03% | 518 |
|
|
2022
Q3 | $2.06M | Sell |
166,943
-30,920
| -16% | -$410K | 0.04% | 419 |
|
|
2022
Q2 | $2.57M | Sell |
197,863
-54,233
| -22% | -$720K | 0.05% | 365 |
|
|
2022
Q1 | $3.49M | Sell |
252,096
-20,226
| -7% | -$288K | 0.05% | 335 |
|
|
2021
Q4 | $4.06M | Sell |
272,322
-2,203
| -0.8% | -$32.7K | 0.06% | 306 |
|
|
2021
Q3 | $4.04M | Sell |
274,525
-3,305
| -1% | -$49.1K | 0.07% | 291 |
|
|
2021
Q2 | $4.16M | Sell |
277,830
-49,457
| -15% | -$714K | 0.07% | 282 |
|
|
2021
Q1 | $4.67M | Buy |
327,287
+50,400
| +18% | +$709K | 0.08% | 256 |
|
|
2020
Q4 | $3.84M | Buy |
276,887
+9,605
| +4% | +$130K | 0.08% | 244 |
|
|
2020
Q3 | $3.57M | Buy |
267,282
+16,655
| +7% | +$222K | 0.09% | 230 |
|
|
2020
Q2 | $3.31M | Buy |
250,627
+1,544
| +0.6% | +$19.7K | 0.09% | 222 |
|
|
2020
Q1 | $3.23M | Buy |
249,083
+52,653
| +27% | +$724K | 0.12% | 187 |
|
|
2019
Q4 | $2.73M | Buy |
196,430
+39,108
| +25% | +$539K | 0.08% | 253 |
|
|
2019
Q3 | $2.16M | Buy |
157,322
+94,262
| +149% | +$1.28M | 0.07% | 264 |
|
|
2019
Q2 | $846K | Buy |
63,060
+33,811
| +116% | +$450K | 0.03% | 422 |
|
|
2019
Q1 | $384K | Buy |
29,249
+17,040
| +140% | +$219K | 0.02% | 577 |
|
|
2018
Q4 | $151K | Buy |
12,209
+6,134
| +101% | +$75.4K | 0.01% | 723 |
|
|
2018
Q3 | $76K | Buy |
6,075
+4,075
| +204% | +$50.8K | ﹤0.01% | 1029 |
|
|
2018
Q2 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 1382 |
|
|
2018
Q1 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 1255 |
|
|
2017
Q4 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 1052 |
|
|
2017
Q3 | $26K | Hold |
2,000
| – | – | ﹤0.01% | 873 |
|
|
2017
Q2 | $26K | Buy |
+2,000
| New | +$26.4K | ﹤0.01% | 801 |
|
Steward Partners Investment Advisory's NID Position: Q2 2023 in Review
Steward Partners Investment Advisory sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2023, closing a stake of 37,401 shares — an estimated $486K sold.
Steward Partners Investment Advisory first reported a position in NID in Q2 2017 and held it in 24 quarters. The position peaked at $4.67M in Q1 2021. 0 funds tracked by Wall St. Rank hold NID as of Q2 2023.
- Steward Partners Investment Advisory reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
- Steward Partners Investment Advisory sold 37,401 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2023, an estimated $486K.
- Steward Partners Investment Advisory first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2017 and held it in 24 quarters.
- Steward Partners Investment Advisory's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $4.67M in Q1 2021.
- 0 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2023.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.