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	–	1785
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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

WFG Advisors's NID Position: Q3 2016 in Review

WFG Advisors sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q3 2016, closing a stake of 101 shares — an estimated $1K sold.

WFG Advisors first reported a position in NID in Q3 2013 and held it in 12 quarters. The position peaked at $5K in Q1 2015. 44 funds tracked by Wall St. Rank hold NID as of Q3 2016.

WFG Advisors reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q3 2016 after selling out during the quarter.
WFG Advisors sold 101 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q3 2016, an estimated $1K.
WFG Advisors first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2013 and held it in 12 quarters.
WFG Advisors's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $5K in Q1 2015.
44 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.