UR
NID

USCA RIA’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

USCA RIA’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 		$2.08M Buy
138,680
+1,400
+1% +$20.2K 0.13% 214
2021
Q1 		$1.96M Buy
137,280
+360
+0.3% +$5.06K 0.13% 213
2020
Q4 		$1.9M Buy
136,920
+4,000
+3% +$54.2K 0.13% 161
2020
Q3 		$1.78M Hold
132,920
– – 0.14% 149
2020
Q2 		$1.76M Sell
132,920
-27,140
-17% -$347K 0.16% 135
2020
Q1 		$2.08M Buy
160,060
+1,320
+0.8% +$18.1K 0.24% 100
2019
Q4 		$2.21M Buy
158,740
+21,411
+16% +$295K 0.2% 154
2019
Q3 		$1.89M Buy
137,329
+15,516
+13% +$211K 0.19% 153
2019
Q2 		$1.64M Sell
121,813
-380
-0.3% -$5.05K 0.17% 166
2019
Q1 		$1.61M Buy
122,193
+14,700
+14% +$189K 0.17% 158
2018
Q4 		$1.33M Sell
107,493
-16,274
-13% -$200K 0.18% 153
2018
Q3 		$1.55M Buy
123,767
+4,105
+3% +$51.1K 0.16% 178
2018
Q2 		$1.49M Buy
119,662
+24,740
+26% +$308K 0.16% 175
2018
Q1 		$1.19M Hold
94,922
– – 0.13% 200
2017
Q4 		$1.23M Buy
94,922
+21,424
+29% +$282K 0.14% 177
2017
Q3 		$980K Hold
73,498
– – 0.13% 191
2017
Q2 		$980K Buy
73,498
+8,304
+13% +$110K 0.13% 192
2017
Q1 		$846K Buy
65,194
+22,949
+54% +$299K 0.12% 198
2016
Q4 		$537K Sell
42,245
-2,300
-5% -$30.1K 0.08% 243
2016
Q3 		$617K Buy
44,545
+800
+2% +$11.2K 0.1% 209
2016
Q2 		$620K Hold
43,745
– – 0.1% 198
2016
Q1 		$583K Buy
43,745
+13,145
+43% +$172K 0.11% 189
2015
Q4 		$394K Sell
30,600
-2,300
-7% -$28.8K 0.09% 236
2015
Q3 		$408K Hold
32,900
– – 0.1% 209
2015
Q2 		$403K Sell
32,900
-10,000
-23% -$126K 0.11% 204
2015
Q1 		$556K Buy
+42,900
New +$554K 0.15% 163

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

USCA RIA's NID Position: Q2 2021 in Review

USCA RIA increased its NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) stake by 1% in Q2 2021, buying an estimated $20.2K and bringing the position to 138,680 shares worth $2.08M. The position accounts for 0.13% of the portfolio, ranked #214.

USCA RIA first reported a position in NID in Q1 2015 and has held it in 26 quarters since. The position peaked at $2.21M in Q4 2019. 59 funds tracked by Wall St. Rank hold NID as of Q2 2021.

  • USCA RIA held 138,680 shares of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND worth $2.08M as of Q2 2021.
  • USCA RIA bought 1,400 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2021, an estimated $20.2K.
  • NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND made up 0.13% of USCA RIA's portfolio in Q2 2021, its #214 holding.
  • USCA RIA first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2015 and has held it in 26 quarters since.
  • USCA RIA's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $2.21M in Q4 2019.
  • 59 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.