Bedel Financial Consulting’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Bedel Financial Consulting’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
2020 Q3	–	Sell	-1,600	Closed	-$23K	–	868
2020 Q2	$23K	Hold	1,600	–	–	0.01%	384
2020 Q1	$21K	Hold	1,600	–	–	0.01%	385
2019 Q4	$22K	Hold	1,600	–	–	0.01%	400
2019 Q3	$22K	Hold	1,600	–	–	0.01%	385
2019 Q2	$21K	Hold	1,600	–	–	0.01%	392
2019 Q1	$21K	Hold	1,600	–	–	0.01%	386
2018 Q4	$20K	Hold	1,600	–	–	0.01%	367
2018 Q3	$19K	Hold	1,600	–	–	0.01%	390
2018 Q2	$20K	Hold	1,600	–	–	0.01%	384
2018 Q1	$20K	Buy	+1,600	New	+$20.2K	0.02%	388

Other funds holding NIQ

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

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

Bedel Financial Consulting's NIQ Position: Q3 2020 in Review

Bedel Financial Consulting sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q3 2020, closing a stake of 1,600 shares — an estimated $23K sold.

Bedel Financial Consulting first reported a position in NIQ in Q1 2018 and held it in 10 quarters. The position peaked at $23K in Q2 2020. 37 funds tracked by Wall St. Rank hold NIQ as of Q3 2020.

Bedel Financial Consulting reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q3 2020 after selling out during the quarter.
Bedel Financial Consulting sold 1,600 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q3 2020, an estimated $23K.
Bedel Financial Consulting first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q1 2018 and held it in 10 quarters.
Bedel Financial Consulting's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $23K in Q2 2020.
37 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q3 2020.

Based on Bedel Financial Consulting's 13F filing for Q3 2020, filed 20 Oct 2020.