Bank of America
NIQ

Bank of America’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Bank of America’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
-151,976
Closed -$1.94M – 8101
2023
Q1 		$1.94M Buy
151,976
+31,646
+26% +$400K ﹤0.01% 4369
2022
Q4 		$1.5M Sell
120,330
-57,770
-32% -$712K ﹤0.01% 4510
2022
Q3 		$2.13M Buy
178,100
+6,395
+4% +$82.5K ﹤0.01% 4211
2022
Q2 		$2.18M Sell
171,705
-17,730
-9% -$230K ﹤0.01% 4233
2022
Q1 		$2.57M Sell
189,435
-1,117
-0.6% -$15.8K ﹤0.01% 4343
2021
Q4 		$2.81M Buy
190,552
+429
+0.2% +$6.35K ﹤0.01% 4220
2021
Q3 		$2.79M Sell
190,123
-16,784
-8% -$250K ﹤0.01% 4125
2021
Q2 		$3.1M Sell
206,907
-7,192
-3% -$106K ﹤0.01% 3947
2021
Q1 		$3.14M Buy
214,099
+11,855
+6% +$172K ﹤0.01% 3850
2020
Q4 		$2.98M Sell
202,244
-92,392
-31% -$1.33M ﹤0.01% 3600
2020
Q3 		$4.21M Sell
294,636
-15,446
-5% -$221K ﹤0.01% 3068
2020
Q2 		$4.41M Buy
310,082
+13,620
+5% +$183K ﹤0.01% 2944
2020
Q1 		$3.95M Sell
296,462
-18,954
-6% -$263K ﹤0.01% 2886
2019
Q4 		$4.38M Buy
315,416
+11,420
+4% +$157K ﹤0.01% 3362
2019
Q3 		$4.16M Buy
303,996
+9,361
+3% +$127K ﹤0.01% 3386
2019
Q2 		$3.92M Sell
294,635
-33,073
-10% -$434K ﹤0.01% 3455
2019
Q1 		$4.29M Buy
327,708
+4,201
+1% +$53.7K ﹤0.01% 3302
2018
Q4 		$4M Buy
323,507
+4,386
+1% +$53.4K ﹤0.01% 3235
2018
Q3 		$3.93M Sell
319,121
-8,677
-3% -$108K ﹤0.01% 3425
2018
Q2 		$4.12M Buy
327,798
+9,128
+3% +$114K ﹤0.01% 3343
2018
Q1 		$4M Buy
318,670
+35,475
+13% +$448K ﹤0.01% 3290
2017
Q4 		$3.64M Buy
283,195
+10,963
+4% +$144K ﹤0.01% 3412
2017
Q3 		$3.6M Buy
272,232
+4,878
+2% +$64.6K ﹤0.01% 3476
2017
Q2 		$3.46M Sell
267,354
-2,537
-0.9% -$32.9K ﹤0.01% 3390
2017
Q1 		$3.49M Buy
269,891
+11,591
+4% +$145K ﹤0.01% 3364
2016
Q4 		$3.18M Sell
258,300
-26,428
-9% -$337K ﹤0.01% 3362
2016
Q3 		$3.94M Buy
284,728
+3,676
+1% +$50.7K ﹤0.01% 3057
2016
Q2 		$3.87M Buy
281,052
+20,451
+8% +$279K ﹤0.01% 3025
2016
Q1 		$3.53M Buy
260,601
+21,646
+9% +$287K ﹤0.01% 3079
2015
Q4 		$3.08M Buy
238,955
+4,974
+2% +$62.7K ﹤0.01% 3420
2015
Q3 		$2.91M Sell
233,981
-31,334
-12% -$385K ﹤0.01% 3418
2015
Q2 		$3.25M Buy
265,315
+15,979
+6% +$202K ﹤0.01% 2996
2015
Q1 		$3.24M Buy
249,336
+68,413
+38% +$888K ﹤0.01% 2822
2014
Q4 		$2.29M Buy
180,923
+5,785
+3% +$73.7K ﹤0.01% 3251
2014
Q3 		$2.24M Buy
175,138
+22,299
+15% +$282K ﹤0.01% 3285
2014
Q2 		$1.96M Buy
152,839
+53,046
+53% +$672K ﹤0.01% 3395
2014
Q1 		$1.21M Buy
99,793
+34,040
+52% +$408K ﹤0.01% 3699
2013
Q4 		$756K Sell
65,753
-2,030
-3% -$23.1K ﹤0.01% 4361
2013
Q3 		$779K Buy
67,783
+16,115
+31% +$186K ﹤0.01% 4200
2013
Q2 		$642K Buy
+51,668
New +$708K ﹤0.01% 4503

Other funds holding NIQ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Janney Montgomery Scott
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

Bank of America's NIQ Position: Q2 2023 in Review

Bank of America sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 151,976 shares — an estimated $1.94M sold.

Bank of America first reported a position in NIQ in Q2 2013 and held it in 40 quarters. The position peaked at $4.41M in Q2 2020. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

  • Bank of America reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
  • Bank of America sold 151,976 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $1.94M.
  • Bank of America first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2013 and held it in 40 quarters.
  • Bank of America's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $4.41M in Q2 2020.
  • 6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Bank of America's 13F filing for Q2 2023, filed 14 Aug 2023.