Ep Wealth Advisors, LLC Nuveen Intermediate Duration Municipal Term Fund Transaction History

Ep Wealth Advisors, LLC

$11.3 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 27, 2019	SELL	$13.1 - $13.47 $135,218 - $139,037	-10,322 Closed	0 $0
Q1 2019 May 20, 2019	SELL	$12.49 - $13.15 $51,271 - $53,980	-4,105 Reduced 28.45%	10,322 $136,000
Q4 2018 Feb 19, 2019	SELL	$12.1 - $12.59 $295,857 - $307,838	-24,451 Reduced 62.89%	14,427 $179,000
Q3 2018 Nov 15, 2018	SELL	$12.32 - $12.66 $65,628 - $67,439	-5,327 Reduced 12.05%	38,878 $486,000
Q2 2018 Aug 14, 2018	SELL	$12.34 - $12.57 $76,483 - $77,908	-6,198 Reduced 12.3%	44,205 $550,000
Q1 2018 May 15, 2018	SELL	$12.35 - $13.22 $12,300 - $13,167	-996 Reduced 1.94%	50,403 $633,000
Q4 2017 Feb 15, 2018	SELL	$12.95 - $13.46 $997 - $1,036	-77 Reduced 0.15%	51,399 $668,000
Q3 2017 Nov 15, 2017	SELL	$13.27 - $13.69 $11,943 - $12,321	-900 Reduced 1.72%	51,476 $689,000
Q2 2017 Aug 17, 2017	BUY	N/A	52,376	52,376 $699,000

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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