TFA
NIM icon

Tobias Financial Advisors’s Nuveen Select Maturities Municipal Fund NIM Stock Holding History

Tobias Financial Advisors’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
2020
Q4 		– Sell
-19,975
Closed -$210K – 68
2020
Q3 		$210K Hold
19,975
– – 0.12% 59
2020
Q2 		$204K Hold
19,975
– – 0.12% 55
2020
Q1 		$195K Sell
19,975
-4,854
-20% -$50.2K 0.14% 49
2019
Q4 		$260K Buy
+24,829
New +$260K 0.17% 48

Other funds holding NIM

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
AIM
Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Tobias Financial Advisors's NIM Position: Q4 2020 in Review

Tobias Financial Advisors sold out of Nuveen Select Maturities Municipal Fund (NIM) in Q4 2020, closing a stake of 19,975 shares — an estimated $210K sold.

Tobias Financial Advisors first reported a position in NIM in Q4 2019 and held it in 4 quarters. The position peaked at $260K in Q4 2019. 44 funds tracked by Wall St. Rank hold NIM as of Q4 2020.

  • Tobias Financial Advisors reported no remaining Nuveen Select Maturities Municipal Fund position as of Q4 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 19,975 Nuveen Select Maturities Municipal Fund shares in Q4 2020, an estimated $210K.
  • Tobias Financial Advisors first reported a position in Nuveen Select Maturities Municipal Fund in Q4 2019 and held it in 4 quarters.
  • Tobias Financial Advisors's Nuveen Select Maturities Municipal Fund position peaked at $260K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held Nuveen Select Maturities Municipal Fund as of Q4 2020.

Based on Tobias Financial Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.