Envestnet Asset Management
NIQ

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

Envestnet Asset 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
2014
Q1 		– Sell
-2,700
Closed -$31K – 2656
2013
Q4 		$31K Buy
2,700
+1,000
+59% +$11.4K ﹤0.01% 1383
2013
Q3 		$20K Hold
1,700
– – ﹤0.01% 1486
2013
Q2 		$21K Buy
+1,700
New +$23.3K ﹤0.01% 1418

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Envestnet Asset Management's NIQ Position: Q1 2014 in Review

Envestnet Asset Management sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q1 2014, closing a stake of 2,700 shares — an estimated $31K sold.

Envestnet Asset Management first reported a position in NIQ in Q2 2013 and held it in 3 quarters. The position peaked at $31K in Q4 2013. 22 funds tracked by Wall St. Rank hold NIQ as of Q1 2014.

  • Envestnet Asset Management reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q1 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 2,700 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q1 2014, an estimated $31K.
  • Envestnet Asset Management first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2013 and held it in 3 quarters.
  • Envestnet Asset Management's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $31K in Q4 2013.
  • 22 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q1 2014.

Based on Envestnet Asset Management's 13F filing for Q1 2014, filed 12 May 2014.