1607 Capital Partners’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

1607 Capital Partners’s Portfolio NIQ Stock Details NIQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-73,797	Closed	-$942K	–	150
2023 Q1	$942K	Hold	73,797	–	–	0.07%	127
2022 Q4	$922K	Buy	73,797 +39,705	+116%	+$489K	0.06%	127
2022 Q3	$407K	Buy	34,092 +15,177	+80%	+$196K	0.03%	129
2022 Q2	$241K	Buy	+18,915	New	+$245K	0.02%	129
2021 Q4	–	Sell	-73,020	Closed	-$1.07M	–	122
2021 Q3	$1.07M	Sell	73,020 -64,623	-47%	-$964K	0.05%	98
2021 Q2	$2.06M	Sell	137,643 -11,500	-8%	-$169K	0.1%	91
2021 Q1	$2.19M	Sell	149,143 -3,996	-3%	-$58K	0.11%	97
2020 Q4	$2.26M	Sell	153,139 -24,860	-14%	-$358K	0.11%	98
2020 Q3	$2.54M	Sell	177,999 -12,543	-7%	-$180K	0.14%	91
2020 Q2	$2.71M	Buy	190,542 +11,859	+7%	+$160K	0.15%	89
2020 Q1	$2.38M	Buy	178,683 +6,300	+4%	+$87.5K	0.14%	89
2019 Q4	$2.39M	Buy	172,383 +22,522	+15%	+$310K	0.13%	97
2019 Q3	$2.05M	Buy	149,861 +138,561	+1,226%	+$1.88M	0.11%	103
2019 Q2	$150K	Buy	+11,300	New	+$148K	0.01%	128

Other funds holding NIQ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

1607 Capital Partners's NIQ Position: Q2 2023 in Review

1607 Capital Partners sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 73,797 shares — an estimated $942K sold.

1607 Capital Partners first reported a position in NIQ in Q2 2019 and held it in 14 quarters. The position peaked at $2.71M in Q2 2020. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

1607 Capital Partners reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
1607 Capital Partners sold 73,797 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $942K.
1607 Capital Partners first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2019 and held it in 14 quarters.
1607 Capital Partners's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $2.71M in Q2 2020.
6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on 1607 Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.