CP
NIQ

Castleview Partners’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Castleview Partners’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
Q1 		– Sell
-25,812
Closed -$1.75K – 1052
2021
Q4 		$1.75K Buy
+25,812
New +$382K 0.01% 301
2021
Q2 		$26K Buy
+1,750
New +$25.8K 0.01% 520

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Castleview Partners's NIQ Position: Q1 2022 in Review

Castleview Partners sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q1 2022, closing a stake of 25,812 shares — an estimated $1.75K sold.

Castleview Partners first reported a position in NIQ in Q2 2021 and held it in 2 quarters. The position peaked at $26K in Q2 2021. 40 funds tracked by Wall St. Rank hold NIQ as of Q1 2022.

  • Castleview Partners reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 25,812 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q1 2022, an estimated $1.75K.
  • Castleview Partners first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2021 and held it in 2 quarters.
  • Castleview Partners's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $26K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.