WA
NID

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

WFG 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
2016
Q3 		– Sell
-101
Closed -$1K – 1786
2016
Q2 		$1K Sell
101
-101
-50% -$1.39K ﹤0.01% 1544
2016
Q1 		$3K Hold
202
– – ﹤0.01% 1317
2015
Q4 		$3K Hold
202
– – ﹤0.01% 1341
2015
Q3 		$3K Hold
202
– – ﹤0.01% 1381
2015
Q2 		$2K Sell
202
-198
-50% -$2.5K ﹤0.01% 1536
2015
Q1 		$5K Hold
400
– – ﹤0.01% 1403
2014
Q4 		$5K Hold
400
– – ﹤0.01% 1675
2014
Q3 		$5K Hold
400
– – ﹤0.01% 1699
2014
Q2 		$5K Hold
400
– – ﹤0.01% 1681
2014
Q1 		$5K Hold
400
– – ﹤0.01% 1649
2013
Q4 		$5K Hold
400
– – ﹤0.01% 1783
2013
Q3 		$5K Buy
+400
New +$4.66K ﹤0.01% 1767

Other funds holding NID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return