Westchester Capital Management (New York)’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Westchester Capital Management (New York)’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	-281,037	Closed	-$4.01M	–	415
2021 Q1	$4.01M	Sell	281,037 -92,127	-25%	-$1.3M	0.11%	117
2020 Q4	$5.18M	Sell	373,164 -28,462	-7%	-$386K	0.17%	76
2020 Q3	$5.37M	Buy	401,626 +226,071	+129%	+$3.01M	0.23%	60
2020 Q2	$2.32M	Hold	175,555	–	–	0.1%	83
2020 Q1	$2.28M	Hold	175,555	–	–	0.09%	103
2019 Q4	$2.44M	Buy	+175,555	New	+$2.42M	0.09%	98

Other funds holding NID

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $1.37T AUM 24.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Westchester Capital Management (New York)'s NID Position: Q2 2021 in Review

Westchester Capital Management (New York) sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q2 2021, closing a stake of 281,037 shares — an estimated $4.01M sold.

Westchester Capital Management (New York) first reported a position in NID in Q4 2019 and held it in 6 quarters. The position peaked at $5.37M in Q3 2020. 59 funds tracked by Wall St. Rank hold NID as of Q2 2021.

Westchester Capital Management (New York) reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q2 2021 after selling out during the quarter.
Westchester Capital Management (New York) sold 281,037 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q2 2021, an estimated $4.01M.
Westchester Capital Management (New York) first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q4 2019 and held it in 6 quarters.
Westchester Capital Management (New York)'s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $5.37M in Q3 2020.
59 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q2 2021.

Based on Westchester Capital Management (New York)'s 13F filing for Q2 2021, filed 13 Aug 2021.