Cadence Wealth Management’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Cadence Wealth 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
2022 Q3	–	Sell	-12,458	Closed	-$158K	–	38
2022 Q2	$158K	Buy	12,458 +309	+3%	+$4K	0.16%	32
2022 Q1	$165K	Buy	12,149 +576	+5%	+$8.13K	0.13%	36
2021 Q4	$171K	Buy	11,573 +666	+6%	+$9.86K	0.19%	35
2021 Q3	$160K	Buy	+10,907	New	+$163K	0.18%	33
2021 Q2	–	Sell	-10,911	Closed	-$160K	–	38
2021 Q1	$160K	Buy	+10,911	New	+$158K	0.14%	31

Other funds holding NIQ

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cadence Wealth Management's NIQ Position: Q3 2022 in Review

Cadence Wealth Management sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q3 2022, closing a stake of 12,458 shares — an estimated $158K sold.

Cadence Wealth Management first reported a position in NIQ in Q1 2021 and held it in 5 quarters. The position peaked at $171K in Q4 2021. 39 funds tracked by Wall St. Rank hold NIQ as of Q3 2022.

Cadence Wealth Management reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q3 2022 after selling out during the quarter.
Cadence Wealth Management sold 12,458 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q3 2022, an estimated $158K.
Cadence Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q1 2021 and held it in 5 quarters.
Cadence Wealth Management's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $171K in Q4 2021.
39 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q3 2022.

Based on Cadence Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.