TF
NID

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

Tompkins 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
2013
Q4 		– Sell
-1,000
Closed -$11K – 564
2013
Q3 		$11K Hold
1,000
– – ﹤0.01% 390
2013
Q2 		$13K Buy
+1,000
New +$13.4K ﹤0.01% 387

Other funds holding NID

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GCM
Gruss Capital Management New York $715M AUM 9.91% 1-Year Est. Return

Tompkins Financial's NID Position: Q4 2013 in Review

Tompkins Financial sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q4 2013, closing a stake of 1,000 shares — an estimated $11K sold.

Tompkins Financial first reported a position in NID in Q2 2013 and held it in 2 quarters. The position peaked at $13K in Q2 2013. 43 funds tracked by Wall St. Rank hold NID as of Q4 2013.

  • Tompkins Financial reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q4 2013 after selling out during the quarter.
  • Tompkins Financial sold 1,000 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q4 2013, an estimated $11K.
  • Tompkins Financial first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2013 and held it in 2 quarters.
  • Tompkins Financial's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $13K in Q2 2013.
  • 43 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q4 2013.

Based on Tompkins Financial's 13F filing for Q4 2013, filed 8 Jan 2014.