WLPWM
NID

Walled Lake Planning & Wealth Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Walled Lake Planning & Wealth 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
2020
Q2 		– Sell
-1,000
Closed -$13K – 385
2020
Q1 		$13K Buy
+1,000
New +$13.7K 0.01% 174

Other funds holding NID

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Walled Lake Planning & Wealth Management's NID Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2020, closing a stake of 1,000 shares — an estimated $13K sold.

Walled Lake Planning & Wealth Management first reported a position in NID in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 54 funds tracked by Wall St. Rank hold NID as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 1,000 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2020, an estimated $13K.
  • Walled Lake Planning & Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2020 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $13K in Q1 2020.
  • 54 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.