BFEC
NIQ

Benjamin F. Edwards & Company’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Benjamin F. Edwards & Company’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
2022
Q2 		– Sell
-3,779
Closed -$51K – 1928
2022
Q1 		$51K Hold
3,779
– – ﹤0.01% 1030
2021
Q4 		$56K Hold
3,779
– – ﹤0.01% 1018
2021
Q3 		$55K Hold
3,779
– – ﹤0.01% 1004
2021
Q2 		$57K Hold
3,779
– – ﹤0.01% 995
2021
Q1 		$55K Buy
3,779
+9
+0.2% +$131 ﹤0.01% 979
2020
Q4 		$56K Sell
3,770
-540
-13% -$7.77K ﹤0.01% 948
2020
Q3 		$62K Hold
4,310
– – ﹤0.01% 849
2020
Q2 		$61K Sell
4,310
-1,686
-28% -$22.7K ﹤0.01% 851
2020
Q1 		$80K Buy
5,996
+149
+3% +$2.07K 0.01% 752
2019
Q4 		$81K Sell
5,847
-1,149
-16% -$15.8K 0.01% 838
2019
Q3 		$96K Buy
6,996
+5,465
+357% +$74.3K 0.01% 754
2019
Q2 		$20K Buy
1,531
+8
+0.5% +$105 ﹤0.01% 1206
2019
Q1 		$20K Buy
1,523
+5
+0.3% +$64 ﹤0.01% 1141
2018
Q4 		$19K Sell
1,518
-706
-32% -$8.6K ﹤0.01% 1116
2018
Q3 		$27K Buy
2,224
+726
+48% +$9.06K ﹤0.01% 1045
2018
Q2 		$19K Buy
1,498
+9
+0.6% +$112 ﹤0.01% 1118
2018
Q1 		$19K Sell
1,489
-1,076
-42% -$13.6K ﹤0.01% 1090
2017
Q4 		$33K Sell
2,565
-2,108
-45% -$27.7K ﹤0.01% 902
2017
Q3 		$62K Buy
4,673
+44
+1% +$583 0.01% 721
2017
Q2 		$60K Buy
4,629
+44
+1% +$571 0.01% 679
2017
Q1 		$59K Buy
4,585
+30
+0.7% +$376 0.01% 643
2016
Q4 		$56K Buy
4,555
+429
+10% +$5.47K 0.01% 595
2016
Q3 		$57K Buy
4,126
+40
+1% +$552 0.01% 518
2016
Q2 		$56K Buy
4,086
+43
+1% +$586 0.01% 497
2016
Q1 		$55K Buy
4,043
+28
+0.7% +$372 0.01% 486
2015
Q4 		$52K Buy
+4,015
New +$50.6K 0.01% 513

Other funds holding NIQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Benjamin F. Edwards & Company's NIQ Position: Q2 2022 in Review

Benjamin F. Edwards & Company sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2022, closing a stake of 3,779 shares — an estimated $51K sold.

Benjamin F. Edwards & Company first reported a position in NIQ in Q4 2015 and held it in 26 quarters. The position peaked at $96K in Q3 2019. 39 funds tracked by Wall St. Rank hold NIQ as of Q2 2022.

  • Benjamin F. Edwards & Company reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2022 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 3,779 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2022, an estimated $51K.
  • Benjamin F. Edwards & Company first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2015 and held it in 26 quarters.
  • Benjamin F. Edwards & Company's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $96K in Q3 2019.
  • 39 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2022.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2022, filed 12 Aug 2022.