IAA
NIQ

Independent Advisor Alliance’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-17,479
Closed -$243K – 909
2019
Q4 		$243K Buy
+17,479
New +$240K 0.01% 754

Other funds holding NIQ

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return

Independent Advisor Alliance's NIQ Position: Q1 2020 in Review

Independent Advisor Alliance sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q1 2020, closing a stake of 17,479 shares — an estimated $243K sold.

Independent Advisor Alliance first reported a position in NIQ in Q4 2019 and held it in 1 quarter. The position peaked at $243K in Q4 2019. 37 funds tracked by Wall St. Rank hold NIQ as of Q1 2020.

  • Independent Advisor Alliance reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 17,479 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q1 2020, an estimated $243K.
  • Independent Advisor Alliance first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $243K in Q4 2019.
  • 37 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.