First Foundation Advisors Nuveen Intermediate Duration Municipal Term Fund Transaction History

First Foundation Advisors

$2.58 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 13, 2021	SELL	$14.09 - $14.98 $203,713 - $216,580	-14,458 Closed	0 $0
Q3 2020 Nov 12, 2020	SELL	$13.16 - $13.52 $40,085 - $41,181	-3,046 Reduced 17.4%	14,458 $193,000
Q1 2020 May 11, 2020	BUY	$11.62 - $14.55 $15,954 - $19,977	1,373 Added 8.51%	17,504 $227,000
Q4 2019 Feb 11, 2020	BUY	$13.58 - $13.97 $80,312 - $82,618	5,914 Added 57.88%	16,131 $224,000
Q3 2019 Nov 12, 2019	BUY	$13.31 - $13.79 $135,988 - $140,892	10,217 New	10,217 $140,000
Q4 2018 Feb 14, 2019	SELL	$12.1 - $12.59 $239,434 - $249,130	-19,788 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$12.34 - $12.57 $244,183 - $248,735	19,788 New	19,788 $246,000

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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