CAPTRUST Financial Advisors
NIQ

CAPTRUST Financial Advisors’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

CAPTRUST Financial 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
2023
Q3 		– Sell
-175,684
Closed -$2.26M – 2775
2023
Q2 		$2.26M Buy
175,684
+383
+0.2% +$4.88K 0.01% 783
2023
Q1 		$2.24M Buy
175,301
+364
+0.2% +$4.6K 0.01% 701
2022
Q4 		$2.18M Buy
174,937
+34,042
+24% +$419K 0.01% 692
2022
Q3 		$1.68M Buy
+140,895
New +$1.82M 0.01% 734

CAPTRUST Financial Advisors's NIQ Position: Q3 2023 in Review

CAPTRUST Financial Advisors sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q3 2023, closing a stake of 175,684 shares — an estimated $2.26M sold.

CAPTRUST Financial Advisors first reported a position in NIQ in Q3 2022 and held it in 4 quarters. The position peaked at $2.26M in Q2 2023. 0 funds tracked by Wall St. Rank hold NIQ as of Q3 2023.

  • CAPTRUST Financial Advisors reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q3 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 175,684 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q3 2023, an estimated $2.26M.
  • CAPTRUST Financial Advisors first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q3 2022 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $2.26M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q3 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.