TIM
NID

Tortoise Investment Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Tortoise Investment Management’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
-27,198
Closed -$357K – 797
2022
Q4 		$357K Hold
27,198
– – 0.06% 149
2022
Q3 		$336K Sell
27,198
-2,000
-7% -$26.5K 0.07% 148
2022
Q2 		$380K Sell
29,198
-1,999
-6% -$26.5K 0.07% 133
2022
Q1 		$432K Sell
31,197
-6,201
-17% -$88.2K 0.08% 128
2021
Q4 		$558K Sell
37,398
-4,400
-11% -$65.4K 0.1% 111
2021
Q3 		$615K Sell
41,798
-19,225
-32% -$285K 0.12% 96
2021
Q2 		$914K Sell
61,023
-24,250
-28% -$350K 0.19% 77
2021
Q1 		$1.22M Sell
85,273
-1,800
-2% -$25.3K 0.27% 67
2020
Q4 		$1.21M Sell
87,073
-5,244
-6% -$71.1K 0.28% 65
2020
Q3 		$1.23M Sell
92,317
-5,580
-6% -$74.3K 0.3% 65
2020
Q2 		$1.29M Hold
97,897
– – 0.33% 58
2020
Q1 		$1.27M Sell
97,897
-20,390
-17% -$280K 0.37% 59
2019
Q4 		$1.65M Sell
118,287
-9,100
-7% -$125K 0.39% 48
2019
Q3 		$1.75M Sell
127,387
-3,531
-3% -$48K 0.45% 45
2019
Q2 		$1.76M Buy
130,918
+28,500
+28% +$379K 0.44% 50
2019
Q1 		$1.35M Sell
102,418
-1,600
-2% -$20.5K 0.35% 52
2018
Q4 		$1.29M Buy
104,018
+33,350
+47% +$410K 0.35% 53
2018
Q3 		$883K Buy
70,668
+8,550
+14% +$107K 0.23% 69
2018
Q2 		$773K Buy
62,118
+14,435
+30% +$180K 0.21% 70
2018
Q1 		$599K Buy
+47,683
New +$601K 0.17% 79

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
EWA
Encompass Wealth Advisors Portland, Oregon $287M AUM 20.26% 1-Year Est. Return
RJT
Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Tortoise Investment Management's NID Position: Q1 2023 in Review

Tortoise Investment Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 27,198 shares — an estimated $357K sold.

Tortoise Investment Management first reported a position in NID in Q1 2018 and held it in 20 quarters. The position peaked at $1.76M in Q2 2019. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • Tortoise Investment Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 27,198 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $357K.
  • Tortoise Investment Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2018 and held it in 20 quarters.
  • Tortoise Investment Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $1.76M in Q2 2019.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Tortoise Investment Management's 13F filing for Q1 2023, filed 9 May 2023.