BRWA
NIQ

B. Riley Wealth Advisors’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-4,000
Closed -$51 – 2122
2014
Q4 		$51 Buy
+4,000
New +$50.9K ﹤0.01% 2089
2014
Q3 		– Sell
-4,000
Closed -$51.3K – 2004
2014
Q2 		$51.3K Buy
+4,000
New +$50.7K 0.01% 1019

Other funds holding NIQ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

B. Riley Wealth Advisors's NIQ Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q1 2015, closing a stake of 4,000 shares — an estimated $51 sold.

B. Riley Wealth Advisors first reported a position in NIQ in Q2 2014 and held it in 2 quarters. The position peaked at $51.3K in Q2 2014. 24 funds tracked by Wall St. Rank hold NIQ as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,000 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q1 2015, an estimated $51.
  • B. Riley Wealth Advisors first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $51.3K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.