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

HighTower 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
2023 Q2	–	Sell	-496,838	Closed	-$6.34M	–	3787
2023 Q1	$6.34M	Sell	496,838 -23,630	-5%	-$298K	0.01%	764
2022 Q4	$6.49M	Sell	520,468 -88,927	-15%	-$1.1M	0.01%	749
2022 Q3	$7.29M	Sell	609,395 -4,906	-0.8%	-$63.3K	0.02%	663
2022 Q2	$7.82M	Sell	614,301 -2,936	-0.5%	-$38K	0.02%	652
2022 Q1	$8.38M	Buy	617,237 +913	+0.1%	+$12.9K	0.02%	688
2021 Q4	$9.09M	Buy	616,324 +41,618	+7%	+$616K	0.02%	639
2021 Q3	$8.43M	Buy	574,706 +2,351	+0.4%	+$35.1K	0.02%	610
2021 Q2	$8.57M	Buy	572,355 +7,313	+1%	+$108K	0.02%	579
2021 Q1	$8.28M	Sell	565,042 -1,612	-0.3%	-$23.4K	0.03%	549
2020 Q4	$8.34M	Sell	566,654 -19,526	-3%	-$281K	0.03%	429
2020 Q3	$8.38M	Buy	586,180 +5,829	+1%	+$83.4K	0.04%	385
2020 Q2	$8.24M	Buy	580,351 +3,798	+0.7%	+$51.1K	0.05%	377
2020 Q1	$7.69M	Buy	576,553 +17,965	+3%	+$249K	0.05%	335
2019 Q4	$7.75M	Sell	558,588 -856	-0.2%	-$11.8K	0.05%	405
2019 Q3	$7.65M	Sell	559,444 -1,586	-0.3%	-$21.6K	0.04%	406
2019 Q2	$7.47M	Sell	561,030 -518	-0.1%	-$6.8K	0.04%	418
2019 Q1	$7.35M	Buy	561,548 +6,536	+1%	+$83.5K	0.05%	382
2018 Q4	$6.86M	Buy	555,012 +15,759	+3%	+$192K	0.05%	363
2018 Q3	$6.64M	Buy	539,253 +6,785	+1%	+$84.7K	0.05%	416
2018 Q2	$6.69M	Buy	532,468 +21,043	+4%	+$263K	0.05%	398
2018 Q1	$6.42M	Buy	511,425 +71,058	+16%	+$897K	0.05%	392
2017 Q4	$5.66M	Buy	440,367 +9,535	+2%	+$125K	0.05%	428
2017 Q3	$5.7M	Buy	430,832 +34,220	+9%	+$454K	0.05%	423
2017 Q2	$5.14M	Buy	396,612 +29,618	+8%	+$384K	0.05%	448
2017 Q1	$4.74M	Buy	366,994 +71,524	+24%	+$897K	0.05%	446
2016 Q4	$3.63M	Buy	295,470 +37,648	+15%	+$480K	0.04%	501
2016 Q3	$3.57M	Sell	257,822 -2,987	-1%	-$41.2K	0.04%	474
2016 Q2	$3.6M	Buy	260,809 +21,270	+9%	+$290K	0.05%	433
2016 Q1	$3.24M	Buy	239,539 +493	+0.2%	+$6.54K	0.04%	533
2015 Q4	$3.08M	Buy	239,046 +40,838	+21%	+$515K	0.04%	472
2015 Q3	$2.46M	Sell	198,208 -7,458	-4%	-$91.7K	0.03%	543
2015 Q2	$2.52M	Buy	205,666 +15,322	+8%	+$194K	0.04%	475
2015 Q1	$2.47M	Buy	190,344 +5,700	+3%	+$74K	0.04%	524
2014 Q4	$2.34M	Buy	184,644 +9,000	+5%	+$115K	0.04%	532
2014 Q3	$2.25M	Buy	175,644 +10,050	+6%	+$127K	0.04%	515
2014 Q2	$2.13M	Buy	165,594 +11,200	+7%	+$142K	0.04%	548
2014 Q1	$1.87M	Sell	154,394 -105,156	-41%	-$1.26M	0.04%	533
2013 Q4	$2.98M	Buy	259,550 +149,250	+135%	+$1.7M	0.06%	340
2013 Q3	$1.27M	Buy	+110,300	New	+$1.27M	0.03%	556

Other funds holding NIQ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $475M AUM 22.11% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return