Nuveen Intermediate Duration Municipal Term Fund
NID2023/3/31 下市- SEC CIK
- 0001557915
Nuveen Intermediate Duration Municipal Term Fund 已在 2023/3/31 下市；內部人最後一份 Form 4 在 2023/2/22 申報；2022 年第 4 季末有 80 家機構在 13F 申報持有，市值合計 $1.38 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Nuveen Intermediate Duration Municipal Term Fund 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 59
- 較 2021 年第 1 季 −4 家
- 持有股數
- 901.9 萬
- 較 2021 年第 1 季 −45.1 萬 (−4.8%)
- 總市值
- $1.35 億
- 較 2021 年第 1 季 −$13.3 萬 (−0.1%)
- 新進機構
- 8
- 另有 24 家加碼
- 清倉機構
- 12
- 另有 14 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 NID 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 0 | $0 |
| 2026 年第 1 季 | 0 | $0 |
| 2025 年第 4 季 | 0 | $0 |
| 2025 年第 3 季 | 0 | $0 |
| 2025 年第 2 季 | 0 | $0 |
| 2025 年第 1 季 | 0 | $0 |
| 2024 年第 4 季 | 0 | $0 |
| 2024 年第 3 季 | 0 | $0 |
| 2024 年第 2 季 | 0 | $0 |
| 2024 年第 1 季 | 0 | $0 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 18 | $1,144 萬 |
| 2022 年第 4 季 | 80 | $1.38 億 |
| 2022 年第 3 季 | 72 | $1.18 億 |
| 2022 年第 2 季 | 67 | $1.14 億 |
| 2022 年第 1 季 | 68 | $1.20 億 |
| 2021 年第 4 季 | 63 | $1.28 億 |
| 2021 年第 3 季 | 59 | $1.29 億 |
| 2021 年第 2 季 | 59 | $1.35 億 |
| 2021 年第 1 季 | 63 | $1.35 億 |
2021 年第 2 季持有機構
每家機構持有 Nuveen Intermediate Duration Municipal Term Fund 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 2,190,353 | $3,281 萬 | 0.00% | −47,305−2.1% | 減碼 |
| Wells Fargo & Company | 1,952,268 | $2,925 萬 | 0.01% | +41,815+2.2% | 加碼 |
| UBS Group AG | 588,112 | $881.0 萬 | 0.00% | −23,298−3.8% | 減碼 |
| Guggenheim Capital LLC | 514,559 | $770.8 萬 | 0.05% | +36,259+7.6% | 加碼 |
| HighTower Advisors, LLC | 491,312 | $735.6 萬 | 0.02% | +7,666+1.6% | 加碼 |
| Raymond James & Associates | 346,099 | $518.5 萬 | 0.00% | −7,960−2.2% | 減碼 |
| Bank of America Corp | 318,703 | $477.4 萬 | 0.00% | +2,781+0.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 277,830 | $416.2 萬 | 0.07% | −49,457−15.1% | 減碼 |
| Van Eck Associates Corp | 219,214 | $328.4 萬 | 0.01% | +56,264+34.5% | 加碼 |
| Kercheville Advisors, LLC | 184,755 | $276.8 萬 | 1.28% | 00.0% | 不變 |
| LPL Financial LLC | 181,200 | $271.4 萬 | 0.00% | +19,500+12.1% | 加碼 |
| Janney Montgomery Scott LLC | 180,126 | $269.8 萬 | 0.01% | −288−0.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 166,321 | $249.1 萬 | 0.01% | +15,705+10.4% | 加碼 |
| Usca Ria LLC | 138,680 | $207.7 萬 | 0.13% | +1,400+1.0% | 加碼 |
| Fca Corp | 120,789 | $180.9 萬 | 0.51% | −310−0.3% | 減碼 |
| Advisors Asset Management, Inc. | 99,946 | $149.7 萬 | 0.02% | +20,817+26.3% | 加碼 |
| Kestra Advisory Services, LLC | 84,679 | $126.8 萬 | 0.01% | +2,631+3.2% | 加碼 |
| Royal Bank of Canada | 76,049 | $113.9 萬 | 0.00% | +3,024+4.1% | 加碼 |
| Horizon Kinetics Asset Management LLC | 71,660 | $107.3 萬 | 0.02% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 70,857 | $106.1 萬 | 0.00% | +6,342+9.8% | 加碼 |
| Stifel Financial Corp | 65,350 | $97.9 萬 | 0.00% | +488+0.8% | 加碼 |
| Tortoise Investment Management, LLC | 61,023 | $91.4 萬 | 0.19% | −24,250−28.4% | 減碼 |
| Sterling Investment Advisors, Ltd. | 57,500 | $86.1 萬 | 0.25% | −2,400−4.0% | 減碼 |
| Integrated Wealth Concepts LLC | 48,220 | $72.2 萬 | 0.03% | +1,157+2.5% | 加碼 |
| Commonwealth Equity Services, LLC | 45,823 | $68.6 萬 | 0.00% | −1,609−3.4% | 減碼 |
| First Trust Advisors LP | 38,360 | $57.5 萬 | 0.00% | +1,932+5.3% | 加碼 |
| Advisory Services Network, LLC | 34,000 | $50.9 萬 | 0.02% | 00.0% | 不變 |
| Ameriprise Financial Inc | 32,034 | $48.0 萬 | 0.00% | −2,296−6.7% | 減碼 |
| Truist Financial Corp | 30,926 | $46.3 萬 | 0.00% | −11,922−27.8% | 減碼 |
| Encompass Wealth Advisors, LLC | 23,000 | $34.4 萬 | 0.08% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 20,345 | $30.5 萬 | 0.08% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 20,072 | $30.1 萬 | 0.01% | 00.0% | 不變 |
| Secure Asset Management, LLC | 18,473 | $27.7 萬 | 0.14% | +3,662+24.7% | 加碼 |
| Advisor Group Holdings, Inc. | 16,954 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 15,500 | $23.2 萬 | 0.03% | +2,500+19.2% | 加碼 |
| Western Wealth Management, LLC | 15,106 | $22.7 萬 | 0.02% | +15,106 | 新進 |
| Rivernorth Capital Management, LLC | 14,978 | $22.4 萬 | 0.01% | −19,440−56.5% | 減碼 |
| Rockefeller Capital Management L.P. | 14,360 | $21.5 萬 | 0.00% | +13,521+1,611.6% | 加碼 |
| Altus Wealth Group LLC | 14,025 | $21.0 萬 | 0.21% | 00.0% | 不變 |
| QP Wealth Management, LLC | 13,875 | $20.8 萬 | 0.21% | −1,200−8.0% | 減碼 |
| Magnus Financial Group LLC | 13,739 | $20.6 萬 | 0.04% | 00.0% | 不變 |
| Raymond James Trust N.A. | 13,312 | $19.9 萬 | 0.01% | +13,312 | 新進 |
| Transcend Wealth Collective, LLC | 13,220 | $19.8 萬 | 0.03% | +23+0.2% | 加碼 |
| DCM Advisors, LLC | 13,035 | $19.5 萬 | 0.11% | +1,009+8.4% | 加碼 |
| Snowden Capital Advisors LLC | 12,846 | $19.2 萬 | 0.01% | +118+0.9% | 加碼 |
| Cetera Advisor Networks LLC | 12,397 | $18.6 萬 | 0.00% | +1,147+10.2% | 加碼 |
| National Asset Management, Inc. | 10,887 | $16.4 萬 | 0.01% | +10,887 | 新進 |
| Arlington Capital Management, Inc. | 10,405 | $15.6 萬 | 0.31% | +10,405 | 新進 |
| Sigma Planning Corp | 10,200 | $15.3 萬 | 0.00% | +10,200 | 新進 |
| The PNC Financial Services Group, Inc. | 8,800 | $13.2 萬 | 0.00% | +8,800 | 新進 |
| Northwestern Mutual Wealth Management Co | 7,121 | $10.7 萬 | 0.00% | +5,737+414.5% | 加碼 |
| Sandy Spring Bank | 6,141 | $9.20 萬 | 0.00% | +2,641+75.5% | 加碼 |
| City Holding Co | 5,536 | $8.30 萬 | 0.01% | 00.0% | 不變 |
| Spire Wealth Management | 2,140 | $3.20 萬 | 0.00% | −1,586−42.6% | 減碼 |
| Creative Financial Designs Inc | 1,800 | $2.70 萬 | 0.00% | +1,800 | 新進 |
| Castleview Partners, LLC | 1,670 | $2.50 萬 | 0.01% | +1,670 | 新進 |
| Plante Moran Financial Advisors, LLC | 1,000 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Phoenix Wealth Advisors | 773 | $1.10 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 191 | $3,000 | 0.00% | 00.0% | 不變 |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −281,037−100.0% | 清倉 |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −145,061−100.0% | 清倉 |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −93,769−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −18,735−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −14,540−100.0% | 清倉 |
| First Foundation Advisors | 0 | $0 | 0.00% | −14,458−100.0% | 清倉 |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,209−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1,998−100.0% | 清倉 |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | 清倉 |
| Key Financial Inc | 0 | $0 | 0.00% | −1,360−100.0% | 清倉 |
| Huntington National Bank | 0 | $0 | 0.00% | – | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |