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

Edgewood 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
2018 Q4	–	Sell	-22,000	Closed	-$271K	–	80
2018 Q3	$271K	Sell	22,000 -1,000	-4%	-$12.5K	﹤0.01%	61
2018 Q2	$289K	Hold	23,000	–	–	﹤0.01%	57
2018 Q1	$289K	Hold	23,000	–	–	﹤0.01%	56
2017 Q4	$296K	Hold	23,000	–	–	﹤0.01%	66
2017 Q3	$304K	Hold	23,000	–	–	﹤0.01%	66
2017 Q2	$298K	Sell	23,000 -2,000	-8%	-$26K	﹤0.01%	68
2017 Q1	$323K	Hold	25,000	–	–	﹤0.01%	65
2016 Q4	$308K	Buy	25,000 +5,000	+25%	+$63.7K	﹤0.01%	66
2016 Q3	$277K	Hold	20,000	–	–	﹤0.01%	79
2016 Q2	$276K	Sell	20,000 -22,000	-52%	-$300K	﹤0.01%	63
2016 Q1	$568K	Buy	42,000 +10,000	+31%	+$133K	﹤0.01%	51
2015 Q4	$412K	Hold	32,000	–	–	﹤0.01%	60
2015 Q3	$398K	Hold	32,000	–	–	﹤0.01%	57
2015 Q2	$391K	Buy	32,000 +20,000	+167%	+$253K	﹤0.01%	61
2015 Q1	$156K	Hold	12,000	–	–	﹤0.01%	75
2014 Q4	$152K	Buy	+12,000	New	+$153K	﹤0.01%	77

Other funds holding NIQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RCM

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Edgewood Management's NIQ Position: Q4 2018 in Review

Edgewood Management sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q4 2018, closing a stake of 22,000 shares — an estimated $271K sold.

Edgewood Management first reported a position in NIQ in Q4 2014 and held it in 16 quarters. The position peaked at $568K in Q1 2016. 32 funds tracked by Wall St. Rank hold NIQ as of Q4 2018.

Edgewood Management reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q4 2018 after selling out during the quarter.
Edgewood Management sold 22,000 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q4 2018, an estimated $271K.
Edgewood Management first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2014 and held it in 16 quarters.
Edgewood Management's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $568K in Q1 2016.
32 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q4 2018.

Based on Edgewood Management's 13F filing for Q4 2018, filed 13 Feb 2019.