XF
NID

XML Financial’s NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND NID Stock Holding History

XML Financial’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
-29,086
Closed -$382K – 347
2022
Q4 		$382K Buy
29,086
+3,350
+13% +$42.7K 0.05% 233
2022
Q3 		$318K Buy
+25,736
New +$342K 0.04% 239
2022
Q2 		– Sell
-25,736
Closed -$356K – 343
2022
Q1 		$356K Sell
25,736
-10,000
-28% -$142K 0.04% 242
2021
Q4 		$533K Hold
35,736
– – 0.06% 196
2021
Q3 		$526K Buy
+35,736
New +$531K 0.07% 194

Other funds holding NID

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
Rockefeller Capital Management
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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 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

XML Financial's NID Position: Q1 2023 in Review

XML Financial sold out of NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND (NID) in Q1 2023, closing a stake of 29,086 shares — an estimated $382K sold.

XML Financial first reported a position in NID in Q3 2021 and held it in 5 quarters. The position peaked at $533K in Q4 2021. 18 funds tracked by Wall St. Rank hold NID as of Q1 2023.

  • XML Financial reported no remaining NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • XML Financial sold 29,086 NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND shares in Q1 2023, an estimated $382K.
  • XML Financial first reported a position in NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND in Q3 2021 and held it in 5 quarters.
  • XML Financial's NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND position peaked at $533K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION MUNICIPAL TERM FUND as of Q1 2023.

Based on XML Financial's 13F filing for Q1 2023, filed 15 May 2023.