CRC
NIQ

Curi RMB Capital’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Curi RMB Capital’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
2016
Q4 		– Sell
-13,589
Closed -$188K – 571
2016
Q3 		$188K Sell
13,589
-7,243
-35% -$99.9K 0.01% 400
2016
Q2 		$287K Buy
+20,832
New +$284K 0.02% 360

Other funds holding NIQ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Curi RMB Capital's NIQ Position: Q4 2016 in Review

Curi RMB Capital sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q4 2016, closing a stake of 13,589 shares — an estimated $188K sold.

Curi RMB Capital first reported a position in NIQ in Q2 2016 and held it in 2 quarters. The position peaked at $287K in Q2 2016. 31 funds tracked by Wall St. Rank hold NIQ as of Q4 2016.

  • Curi RMB Capital reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q4 2016 after selling out during the quarter.
  • Curi RMB Capital sold 13,589 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q4 2016, an estimated $188K.
  • Curi RMB Capital first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2016 and held it in 2 quarters.
  • Curi RMB Capital's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $287K in Q2 2016.
  • 31 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q4 2016.

Based on Curi RMB Capital's 13F filing for Q4 2016, filed 13 Feb 2017.