Sterling Investment Advisors, Ltd. Nuveen Intermediate Duration Municipal Term Fund Transaction History

Sterling Investment Advisors, Ltd.

$370 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	SELL	$12.83 - $13.94 $38,490 - $41,820	-3,000 Reduced 6.45%	43,500 $566,000
Q1 2022 May 03, 2022	SELL	$13.52 - $14.92 $121,680 - $134,280	-9,000 Reduced 16.22%	46,500 $644,000
Q3 2021 Nov 09, 2021	SELL	$14.67 - $14.97 $29,340 - $29,940	-2,000 Reduced 3.48%	55,500 $817,000
Q2 2021 Jul 29, 2021	SELL	$14.09 - $14.98 $33,816 - $35,952	-2,400 Reduced 4.01%	57,500 $861,000
Q1 2021 May 04, 2021	SELL	$13.7 - $14.37 $8,220 - $8,622	-600 Reduced 0.99%	59,900 $855,000
Q4 2020 Jan 21, 2021	BUY	$13.15 - $13.92 $26,300 - $27,840	2,000 Added 3.42%	60,500 $840,000
Q3 2020 Oct 26, 2020	BUY	$13.16 - $13.52 $32,900 - $33,800	2,500 Added 4.46%	58,500 $782,000
Q2 2020 Jul 24, 2020	SELL	$12.15 - $13.3 $12,150 - $13,300	-1,000 Reduced 1.75%	56,000 $739,000
Q1 2020 Apr 30, 2020	BUY	$11.62 - $14.55 $23,240 - $29,100	2,000 Added 3.64%	57,000 $740,000
Q1 2019 May 01, 2019	BUY	$12.49 - $13.15 $87,430 - $92,050	7,000 Added 14.58%	55,000 $723,000
Q4 2018 Jan 18, 2019	SELL	$12.1 - $12.59 $60,500 - $62,950	-5,000 Reduced 9.43%	48,000 $594,000
Q2 2018 Jul 26, 2018	SELL	$12.34 - $12.57 $119,698 - $121,929	-9,700 Reduced 15.47%	53,000 $659,000
Q1 2018 Apr 23, 2018	SELL	$12.35 - $13.22 $49,400 - $52,880	-4,000 Reduced 6.0%	62,700 $788,000
Q4 2017 Jan 29, 2018	BUY	$12.95 - $13.46 $116,550 - $121,140	9,000 Added 15.6%	66,700 $866,000
Q2 2017 Aug 09, 2017	BUY	N/A	57,700	57,700 $770,000

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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