Western Wealth Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Western 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
2022 Q4	–	Sell	-10,488	Closed	-$129K	–	827
2022 Q3	$129K	Hold	10,488	–	–	0.01%	775
2022 Q2	$139K	Sell	10,488 -3,979	-28%	-$52.8K	0.01%	755
2022 Q1	$200K	Buy	+14,467	New	+$206K	0.01%	794
2021 Q2	$227K	Buy	+15,106	New	+$218K	0.02%	570

Other funds holding NID

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

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

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Western Wealth Management's NID Position: Q4 2022 in Review

Western Wealth Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q4 2022, closing a stake of 10,488 shares — an estimated $129K sold.

Western Wealth Management first reported a position in NID in Q2 2021 and held it in 4 quarters. The position peaked at $227K in Q2 2021. 80 funds tracked by Wall St. Rank hold NID as of Q4 2022.

Western Wealth Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 10,488 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q4 2022, an estimated $129K.
Western Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2021 and held it in 4 quarters.
Western Wealth Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $227K in Q2 2021.
80 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.