UBS Group
NID

UBS Group’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

UBS Group’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
-325,694
Closed -$4.27M – 11641
2022
Q4 		$4.27M Sell
325,694
-42,378
-12% -$540K ﹤0.01% 2658
2022
Q3 		$4.55M Sell
368,072
-21,578
-6% -$286K ﹤0.01% 2448
2022
Q2 		$5.07M Sell
389,650
-23,636
-6% -$314K ﹤0.01% 2366
2022
Q1 		$5.72M Sell
413,286
-63,036
-13% -$896K ﹤0.01% 2409
2021
Q4 		$7.11M Sell
476,322
-52,466
-10% -$780K ﹤0.01% 2469
2021
Q3 		$7.78M Sell
528,788
-59,324
-10% -$881K ﹤0.01% 2242
2021
Q2 		$8.81M Sell
588,112
-23,298
-4% -$336K ﹤0.01% 2147
2021
Q1 		$8.73M Sell
611,410
-131,761
-18% -$1.85M ﹤0.01% 2080
2020
Q4 		$10.3M Sell
743,171
-24,184
-3% -$328K ﹤0.01% 1819
2020
Q3 		$10.3M Sell
767,355
-243
-0% -$3.24K ﹤0.01% 1629
2020
Q2 		$10.1M Sell
767,598
-17,243
-2% -$221K ﹤0.01% 1489
2020
Q1 		$10.2M Sell
784,841
-193,754
-20% -$2.66M ﹤0.01% 1396
2019
Q4 		$13.6M Sell
978,595
-700
-0.1% -$9.64K ﹤0.01% 1670
2019
Q3 		$13.4M Sell
979,295
-127,632
-12% -$1.73M 0.01% 1531
2019
Q2 		$14.9M Sell
1,106,927
-31,525
-3% -$419K 0.01% 1436
2019
Q1 		$15M Sell
1,138,452
-43,097
-4% -$553K 0.01% 1347
2018
Q4 		$14.6M Buy
1,181,549
+56,953
+5% +$700K 0.01% 1297
2018
Q3 		$14M Sell
1,124,596
-29,242
-3% -$364K 0.01% 1482
2018
Q2 		$14.4M Sell
1,153,838
-53,195
-4% -$662K 0.01% 1415
2018
Q1 		$15.2M Sell
1,207,033
-23,867
-2% -$301K 0.01% 1352
2017
Q4 		$16M Buy
1,230,900
+18,793
+2% +$247K 0.01% 1347
2017
Q3 		$16.2M Sell
1,212,107
-3,337
-0.3% -$44.9K 0.01% 1245
2017
Q2 		$16.2M Buy
1,215,444
+30,099
+3% +$398K 0.01% 1174
2017
Q1 		$15.4M Sell
1,185,345
-42,836
-3% -$558K 0.01% 1198
2016
Q4 		$15.6M Buy
1,228,181
+170,871
+16% +$2.24M 0.01% 1186
2016
Q3 		$14.7M Sell
1,057,310
-174,177
-14% -$2.45M 0.01% 1158
2016
Q2 		$17.5M Sell
1,231,487
-80,756
-6% -$1.11M 0.01% 1023
2016
Q1 		$17.5M Buy
1,312,243
+22,149
+2% +$290K 0.01% 970
2015
Q4 		$16.6M Sell
1,290,094
-137,664
-10% -$1.73M 0.01% 1060
2015
Q3 		$17.7M Sell
1,427,758
-251,065
-15% -$3.08M 0.01% 972
2015
Q2 		$20.6M Sell
1,678,823
-29,892
-2% -$378K 0.01% 968
2015
Q1 		$22.1M Buy
1,708,715
+46,974
+3% +$607K 0.02% 898
2014
Q4 		$20.8M Buy
+1,661,741
New +$20.8M 0.01% 962

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
Janney Montgomery Scott
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
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
FC
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

UBS Group's NID Position: Q1 2023 in Review

UBS Group sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 325,694 shares — an estimated $4.27M sold.

UBS Group first reported a position in NID in Q4 2014 and held it in 33 quarters. The position peaked at $22.1M in Q1 2015. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • UBS Group reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 325,694 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $4.27M.
  • UBS Group first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2014 and held it in 33 quarters.
  • UBS Group's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $22.1M in Q1 2015.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.