Westside Investment Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Westside Investment 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
2023 Q1	–	Sell	-1,400	Closed	-$18	–	860
2022 Q4	$18	Hold	1,400	–	–	﹤0.01%	541
2022 Q3	$17	Hold	1,400	–	–	﹤0.01%	530
2022 Q2	$18	Hold	1,400	–	–	﹤0.01%	526
2022 Q1	$19	Buy	+1,400	New	+$19.9K	﹤0.01%	530

Other funds holding NID

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $328M AUM 26.97% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

Westside Investment Management's NID Position: Q1 2023 in Review

Westside Investment Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 1,400 shares — an estimated $18 sold.

Westside Investment Management first reported a position in NID in Q1 2022 and held it in 4 quarters. The position peaked at $19 in Q1 2022. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Westside Investment Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Westside Investment Management sold 1,400 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $18.
Westside Investment Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2022 and held it in 4 quarters.
Westside Investment Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $19 in Q1 2022.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Westside Investment Management's 13F filing for Q1 2023, filed 17 May 2023.