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

Valeo Financial Advisors’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	–	Sell	-1,500	Closed	-$21K	–	2126
2021 Q1	$21K	Hold	1,500	–	–	﹤0.01%	1157
2020 Q4	$21K	Hold	1,500	–	–	﹤0.01%	1022
2020 Q3	$20K	Hold	1,500	–	–	﹤0.01%	922
2020 Q2	$20K	Hold	1,500	–	–	﹤0.01%	1068
2020 Q1	$19K	Hold	1,500	–	–	﹤0.01%	918
2019 Q4	$21K	Hold	1,500	–	–	﹤0.01%	919
2019 Q3	$21K	Hold	1,500	–	–	﹤0.01%	844
2019 Q2	$20K	Hold	1,500	–	–	﹤0.01%	855
2019 Q1	$20K	Hold	1,500	–	–	﹤0.01%	800
2018 Q4	$19K	Hold	1,500	–	–	﹤0.01%	731
2018 Q3	$18K	Hold	1,500	–	–	﹤0.01%	817
2018 Q2	$19K	Buy	+1,500	New	+$18.7K	﹤0.01%	791

Other funds holding NID

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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 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 New York $164B AUM 112.45% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return

Valeo Financial Advisors's NID Position: Q2 2021 in Review

Valeo Financial Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2021, closing a stake of 1,500 shares — an estimated $21K sold.

Valeo Financial Advisors first reported a position in NID in Q2 2018 and held it in 12 quarters. The position peaked at $21K in Q1 2021. 59 funds tracked by Wall St. Rank hold NID as of Q2 2021.

Valeo Financial Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,500 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2021, an estimated $21K.
Valeo Financial Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $21K in Q1 2021.
59 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.