First Foundation Advisors’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

First Foundation Advisors’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
2021 Q4	–	Sell	-11,528	Closed	-$169K	–	472
2021 Q3	$169K	Sell	11,528 -1,243	-10%	-$18.5K	0.01%	429
2021 Q2	$191K	Hold	12,771	–	–	0.01%	439
2021 Q1	$187K	Hold	12,771	–	–	0.01%	401
2020 Q4	$188K	Hold	12,771	–	–	0.01%	395
2020 Q3	$182K	Hold	12,771	–	–	0.01%	355
2020 Q2	$181K	Hold	12,771	–	–	0.01%	338
2020 Q1	$170K	Sell	12,771 -1,000	-7%	-$13.9K	0.01%	321
2019 Q4	$191K	Hold	13,771	–	–	0.01%	334
2019 Q3	$188K	Buy	13,771 +2,043	+17%	+$27.8K	0.01%	337
2019 Q2	$156K	Buy	11,728 +100	+0.9%	+$1.31K	0.01%	329
2019 Q1	$152K	Hold	11,628	–	–	0.01%	319
2018 Q4	$144K	Hold	11,628	–	–	0.01%	361
2018 Q3	$143K	Hold	11,628	–	–	0.01%	341
2018 Q2	$146K	Hold	11,628	–	–	0.01%	317
2018 Q1	$146K	Buy	11,628 +400	+4%	+$5.05K	0.01%	302
2017 Q4	$145K	Buy	+11,228	New	+$147K	0.01%	312

Other funds holding NIQ

RVPG

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Foundation Advisors's NIQ Position: Q4 2021 in Review

First Foundation Advisors sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q4 2021, closing a stake of 11,528 shares — an estimated $169K sold.

First Foundation Advisors first reported a position in NIQ in Q4 2017 and held it in 16 quarters. The position peaked at $191K in Q2 2021. 45 funds tracked by Wall St. Rank hold NIQ as of Q4 2021.

First Foundation Advisors reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q4 2021 after selling out during the quarter.
First Foundation Advisors sold 11,528 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q4 2021, an estimated $169K.
First Foundation Advisors first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2017 and held it in 16 quarters.
First Foundation Advisors's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $191K in Q2 2021.
45 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q4 2021.

Based on First Foundation Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.