Steward Partners Investment Advisory’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Steward Partners Investment Advisory’s Portfolio NIM Stock Details NIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,000	Closed	-$29K	–	3324
2022 Q1	$29K	Hold	3,000	–	–	﹤0.01%	2194
2021 Q4	$32K	Hold	3,000	–	–	﹤0.01%	2105
2021 Q3	$33K	Hold	3,000	–	–	﹤0.01%	2088
2021 Q2	$33K	Sell	3,000 -1,661	-36%	-$17.9K	﹤0.01%	4029
2021 Q1	$49.8K	Buy	4,661 +1,661	+55%	+$17.6K	﹤0.01%	1986
2020 Q4	$32K	Hold	3,000	–	–	﹤0.01%	1878
2020 Q3	$31K	Hold	3,000	–	–	﹤0.01%	1711
2020 Q2	$31K	Hold	3,000	–	–	﹤0.01%	1600
2020 Q1	$29K	Hold	3,000	–	–	﹤0.01%	1470
2019 Q4	$31K	Hold	3,000	–	–	﹤0.01%	1604
2019 Q3	$31K	Hold	3,000	–	–	﹤0.01%	1563
2019 Q2	$31K	Buy	+3,000	New	+$30.8K	﹤0.01%	1535
2018 Q4	–	Sell	-3,000	Closed	-$29K	–	1656
2018 Q3	$29K	Hold	3,000	–	–	﹤0.01%	1397
2018 Q2	$29K	Hold	3,000	–	–	﹤0.01%	1312
2018 Q1	$29K	Buy	+3,000	New	+$29.3K	﹤0.01%	1200

Other funds holding NIM

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Steward Partners Investment Advisory's NIM Position: Q2 2022 in Review

Steward Partners Investment Advisory sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q2 2022, closing a stake of 3,000 shares — an estimated $29K sold.

Steward Partners Investment Advisory first reported a position in NIM in Q1 2018 and held it in 15 quarters. The position peaked at $49.8K in Q1 2021. 52 funds tracked by Wall St. Rank hold NIM as of Q2 2022.

Steward Partners Investment Advisory reported no remaining Nuveen Select Maturities Municipal Fund position as of Q2 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,000 Nuveen Select Maturities Municipal Fund shares in Q2 2022, an estimated $29K.
Steward Partners Investment Advisory first reported a position in Nuveen Select Maturities Municipal Fund in Q1 2018 and held it in 15 quarters.
Steward Partners Investment Advisory's Nuveen Select Maturities Municipal Fund position peaked at $49.8K in Q1 2021.
52 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q2 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.