TWP
NID

TFO Wealth Partners’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

TFO Wealth Partners’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
2021
Q2 		– Sell
-1,998
Closed -$29K – 211
2021
Q1 		$29K Buy
+1,998
New +$28.1K 0.01% 89

Other funds holding NID

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return

TFO Wealth Partners's NID Position: Q2 2021 in Review

TFO Wealth Partners sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2021, closing a stake of 1,998 shares — an estimated $29K sold.

TFO Wealth Partners first reported a position in NID in Q1 2021 and held it in 1 quarter. The position peaked at $29K in Q1 2021. 59 funds tracked by Wall St. Rank hold NID as of Q2 2021.

  • TFO Wealth Partners reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 1,998 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2021, an estimated $29K.
  • TFO Wealth Partners first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2021 and held it in 1 quarter.
  • TFO Wealth Partners's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $29K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.