Financial & Investment Management Group’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Financial & Investment Management Group’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 Q1	–	Sell	-17,600	Closed	-$227K	–	119
2015 Q4	$227K	Sell	17,600 -26,194	-60%	-$330K	0.06%	103
2015 Q3	$545K	Sell	43,794 -85,116	-66%	-$1.05M	0.15%	90
2015 Q2	$1.58M	Sell	128,910 -3,500	-3%	-$44.3K	0.41%	56
2015 Q1	$1.72M	Sell	132,410 -6,300	-5%	-$81.8K	0.42%	59
2014 Q4	$1.75M	Sell	138,710 -6,750	-5%	-$86K	0.47%	52
2014 Q3	$1.86M	Sell	145,460 -500	-0.3%	-$6.33K	0.55%	49
2014 Q2	$1.87M	Sell	145,960 -1,000	-0.7%	-$12.7K	0.54%	49
2014 Q1	$1.78M	Buy	146,960 +4,600	+3%	+$55.1K	0.52%	50
2013 Q4	$1.64M	Buy	+142,360	New	+$1.62M	0.51%	54

Other funds holding NIQ

KIM

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

RJA

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

Financial & Investment Management Group's NIQ Position: Q1 2016 in Review

Financial & Investment Management Group sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q1 2016, closing a stake of 17,600 shares — an estimated $227K sold.

Financial & Investment Management Group first reported a position in NIQ in Q4 2013 and held it in 9 quarters. The position peaked at $1.87M in Q2 2014. 24 funds tracked by Wall St. Rank hold NIQ as of Q1 2016.

Financial & Investment Management Group reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q1 2016 after selling out during the quarter.
Financial & Investment Management Group sold 17,600 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q1 2016, an estimated $227K.
Financial & Investment Management Group first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2013 and held it in 9 quarters.
Financial & Investment Management Group's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $1.87M in Q2 2014.
24 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q1 2016.

Based on Financial & Investment Management Group's 13F filing for Q1 2016, filed 12 Apr 2016.