American Institute for Advanced Investment Management’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

American Institute for Advanced Investment Management’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	-28,840	Closed	-$368K	–	118
2023 Q1	$368K	Buy	28,840 +1,000	+4%	+$12.6K	0.39%	68
2022 Q4	$348K	Hold	27,840	–	–	0.32%	79
2022 Q3	$333K	Hold	27,840	–	–	0.31%	74
2022 Q2	$354K	Buy	27,840 +4,340	+18%	+$56.2K	0.31%	77
2022 Q1	$319K	Hold	23,500	–	–	0.23%	87
2021 Q4	$347K	Hold	23,500	–	–	0.23%	87
2021 Q3	$345K	Buy	23,500 +1,000	+4%	+$14.9K	0.24%	86
2021 Q2	$337K	Hold	22,500	–	–	0.24%	86
2021 Q1	$330K	Hold	22,500	–	–	0.25%	81
2020 Q4	$331K	Hold	22,500	–	–	0.27%	78
2020 Q3	$322K	Hold	22,500	–	–	0.29%	73
2020 Q2	$320K	Hold	22,500	–	–	0.3%	70
2020 Q1	$300K	Hold	22,500	–	–	0.33%	68
2019 Q4	$312K	Buy	+22,500	New	+$309K	0.3%	73

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 $51.6B AUM 27.34% 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

American Institute for Advanced Investment Management's NIQ Position: Q2 2023 in Review

American Institute for Advanced Investment Management sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 28,840 shares — an estimated $368K sold.

American Institute for Advanced Investment Management first reported a position in NIQ in Q4 2019 and held it in 14 quarters. The position peaked at $368K in Q1 2023. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

American Institute for Advanced Investment Management reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
American Institute for Advanced Investment Management sold 28,840 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $368K.
American Institute for Advanced Investment Management first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2019 and held it in 14 quarters.
American Institute for Advanced Investment Management's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $368K in Q1 2023.
6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2023, filed 26 Jul 2023.