Stifel Financial’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Stifel Financial’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	-53,604	Closed	-$703K	–	3476
2022 Q4	$703K	Sell	53,604 -3,403	-6%	-$43.4K	﹤0.01%	2268
2022 Q3	$705K	Sell	57,007 -29,956	-34%	-$398K	﹤0.01%	2204
2022 Q2	$1.13M	Sell	86,963 -176	-0.2%	-$2.34K	﹤0.01%	1908
2022 Q1	$1.21M	Buy	87,139 +20,415	+31%	+$290K	﹤0.01%	1976
2021 Q4	$996K	Buy	66,724 +1,327	+2%	+$19.7K	﹤0.01%	2134
2021 Q3	$963K	Buy	65,397 +47	+0.1%	+$698	﹤0.01%	2129
2021 Q2	$979K	Buy	65,350 +488	+0.8%	+$7.05K	﹤0.01%	2118
2021 Q1	$926K	Sell	64,862 -10,567	-14%	-$149K	﹤0.01%	2039
2020 Q4	$1.05M	Buy	75,429 +5,519	+8%	+$74.8K	﹤0.01%	1808
2020 Q3	$934K	Buy	69,910 +3,706	+6%	+$49.4K	﹤0.01%	1682
2020 Q2	$875K	Sell	66,204 -5,650	-8%	-$72.3K	﹤0.01%	1658
2020 Q1	$931K	Buy	71,854 +4,819	+7%	+$66.3K	﹤0.01%	1480
2019 Q4	$933K	Sell	67,035 -4,528	-6%	-$62.4K	﹤0.01%	1883
2019 Q3	$985K	Buy	71,563 +27,233	+61%	+$370K	﹤0.01%	1762
2019 Q2	$592K	Sell	44,330 -6,661	-13%	-$88.6K	﹤0.01%	2128
2019 Q1	$669K	Buy	50,991 +9,901	+24%	+$127K	﹤0.01%	1888
2018 Q4	$507K	Sell	41,090 -2,078	-5%	-$25.5K	﹤0.01%	1933
2018 Q3	$538K	Sell	43,168 -2,200	-5%	-$27.4K	﹤0.01%	2053
2018 Q2	$566K	Sell	45,368 -4,957	-10%	-$61.7K	﹤0.01%	1963
2018 Q1	$631K	Buy	50,325 +16,225	+48%	+$205K	﹤0.01%	1834
2017 Q4	$440K	Buy	34,100 +4,300	+14%	+$56.6K	﹤0.01%	1987
2017 Q3	$398K	Buy	29,800 +1,300	+5%	+$17.5K	﹤0.01%	2021
2017 Q2	$380K	Sell	28,500 -500	-2%	-$6.6K	﹤0.01%	2019
2017 Q1	$374K	Sell	29,000 -1,176	-4%	-$15.3K	﹤0.01%	1979
2016 Q4	$382K	Sell	30,176 -9,488	-24%	-$124K	﹤0.01%	1920
2016 Q3	$554K	Sell	39,664 -369	-0.9%	-$5.19K	﹤0.01%	1669
2016 Q2	$568K	Buy	40,033 +17,333	+76%	+$239K	﹤0.01%	1683
2016 Q1	$302K	Buy	+22,700	New	+$297K	﹤0.01%	1818
2015 Q3	–	Sell	-10,000	Closed	-$123K	–	2491
2015 Q2	$123K	Hold	10,000	–	–	﹤0.01%	2246
2015 Q1	$130K	Buy	+10,000	New	+$129K	﹤0.01%	2176

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

Stifel Financial's NID Position: Q1 2023 in Review

Stifel Financial sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 53,604 shares — an estimated $703K sold.

Stifel Financial first reported a position in NID in Q1 2015 and held it in 30 quarters. The position peaked at $1.21M in Q1 2022. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Stifel Financial reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Stifel Financial sold 53,604 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $703K.
Stifel Financial first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2015 and held it in 30 quarters.
Stifel Financial's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $1.21M in Q1 2022.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.