Edge Wealth Management LLC Nuveen Intermediate Duration Municipal Term Fund Transaction History

Edge Wealth Management LLC

$497 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 19, 2021	SELL	$13.15 - $13.92 $6,575 - $6,960	-500 Closed	0 $0
Q3 2020 Oct 21, 2020	SELL	$13.16 - $13.52 $190,464 - $195,674	-14,473 Reduced 96.66%	500 $7,000
Q2 2020 Aug 03, 2020	SELL	$12.15 - $13.3 $96,738 - $105,894	-7,962 Reduced 34.72%	14,973 $198,000
Q1 2020 Apr 20, 2020	BUY	$11.62 - $14.55 $453 - $567	39 Added 0.17%	22,935 $297,000
Q4 2019 Jan 29, 2020	BUY	$13.58 - $13.97 $556 - $572	41 Added 0.18%	22,896 $320,000
Q3 2019 Oct 21, 2019	BUY	$13.31 - $13.79 $532 - $551	40 Added 0.18%	22,855 $313,000
Q2 2019 Jul 15, 2019	SELL	$13.1 - $13.47 $12,431 - $12,783	-949 Reduced 3.99%	22,815 $306,000
Q1 2019 Apr 11, 2019	BUY	$12.49 - $13.15 $13,014 - $13,702	1,042 Added 4.59%	23,764 $311,000
Q4 2018 Jan 11, 2019	SELL	$12.1 - $12.59 $173,719 - $180,754	-14,357 Reduced 38.72%	22,722 $281,000
Q3 2018 Oct 22, 2018	SELL	$12.32 - $12.66 $14,574 - $14,976	-1,183 Reduced 3.09%	37,079 $463,000
Q2 2018 Jul 17, 2018	SELL	$12.34 - $12.57 $35,218 - $35,874	-2,854 Reduced 6.94%	38,262 $476,000
Q1 2018 Apr 05, 2018	BUY	$12.35 - $13.22 $28,380 - $30,379	2,298 Added 5.92%	41,116 $516,000
Q4 2017 Jan 18, 2018	BUY	$12.95 - $13.46 $103,703 - $107,787	8,008 Added 25.99%	38,818 $504,000
Q3 2017 Oct 19, 2017	BUY	$13.27 - $13.69 $408,848 - $421,788	30,810	30,810 $410,000

Others Institutions Holding NID

# of Institutions

2

Shares Held

71.1K

Call Options Held

0

Put Options Held

0

Sarissa Consulting LLC Santa Monica, CA

71.1K
Shares

$0
0.91% of portfolio
Concourse Financial Group Securities, Inc. Birmingham, AL

0
Shares

$0
0.0% of portfolio

About Nuveen Intermediate Duration Municipal Term Fund

Ticker NID
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Nuveen Intermediate Duration Municipal Term Fund is a close ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Asset Management, LLC and Nuveen Fund Advisors LLC. It invests in fixed income markets of the United States. The fund primarily invests in municipal securities that are exempt from feder...

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