Wilbanks Smith & Thomas Asset Management’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

Wilbanks Smith & Thomas Asset 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	-20,072	Closed	-$263K	–	531
2022 Q4	$263K	Hold	20,072	–	–	0.01%	410
2022 Q3	$248K	Hold	20,072	–	–	0.01%	404
2022 Q2	$261K	Hold	20,072	–	–	0.01%	400
2022 Q1	$266K	Hold	20,072	–	–	0.01%	417
2021 Q4	$299K	Hold	20,072	–	–	0.01%	416
2021 Q3	$295K	Hold	20,072	–	–	0.01%	390
2021 Q2	$301K	Hold	20,072	–	–	0.01%	390
2021 Q1	$287K	Hold	20,072	–	–	0.01%	379
2020 Q4	$279K	Hold	20,072	–	–	0.01%	351
2020 Q3	$268K	Hold	20,072	–	–	0.01%	330
2020 Q2	$265K	Hold	20,072	–	–	0.02%	327
2020 Q1	$261K	Buy	+20,072	New	+$276K	0.02%	305

Other funds holding NID

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $287M AUM 20.26% 1-Year Est. Return

RJT

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

Wilbanks Smith & Thomas Asset Management's NID Position: Q1 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 20,072 shares — an estimated $263K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in NID in Q1 2020 and held it in 12 quarters. The position peaked at $301K in Q2 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 20,072 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $263K.
Wilbanks Smith & Thomas Asset Management first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q1 2020 and held it in 12 quarters.
Wilbanks Smith & Thomas Asset Management's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $301K in Q2 2021.
18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2023, filed 5 May 2023.