WhitTier Trust Company’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

WhitTier Trust Company’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
2017 Q1	–	Sell	-46,247	Closed	-$588K	–	981
2016 Q4	$588K	Sell	46,247 -6,000	-11%	-$78.6K	0.06%	218
2016 Q3	$724K	Sell	52,247 -11,723	-18%	-$165K	0.08%	201
2016 Q2	$907K	Sell	63,970 -2,008	-3%	-$27.7K	0.1%	188
2016 Q1	$879K	Sell	65,978 -4,035	-6%	-$52.8K	0.1%	184
2015 Q4	$900K	Sell	70,013 -1,780	-2%	-$22.3K	0.11%	184
2015 Q3	$890K	Sell	71,793 -1,000	-1%	-$12.3K	0.11%	184
2015 Q2	$892K	Buy	72,793 +5,000	+7%	+$63.2K	0.1%	205
2015 Q1	$879K	Buy	67,793 +4,700	+7%	+$60.7K	0.1%	202
2014 Q4	$789K	Buy	63,093 +45,093	+251%	+$564K	0.09%	214
2014 Q3	$224K	Buy	18,000 +8,000	+80%	+$99.4K	0.03%	329
2014 Q2	$126K	Buy	+10,000	New	+$123K	0.01%	410

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAIM

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

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

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WhitTier Trust Company's NID Position: Q1 2017 in Review

WhitTier Trust Company sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2017, closing a stake of 46,247 shares — an estimated $588K sold.

WhitTier Trust Company first reported a position in NID in Q2 2014 and held it in 11 quarters. The position peaked at $907K in Q2 2016. 45 funds tracked by Wall St. Rank hold NID as of Q1 2017.

WhitTier Trust Company reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2017 after selling out during the quarter.
WhitTier Trust Company sold 46,247 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2017, an estimated $588K.
WhitTier Trust Company first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q2 2014 and held it in 11 quarters.
WhitTier Trust Company's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $907K in Q2 2016.
45 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2017.

Based on WhitTier Trust Company's 13F filing for Q1 2017, filed 27 Apr 2017.