Indie Asset Partners’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Indie Asset Partners’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 Q1	–	Sell	-18,000	Closed	-$265K	–	126
2020 Q4	$265K	Sell	18,000 -15,000	-45%	-$216K	0.31%	84
2020 Q3	$472K	Sell	33,000 -10,000	-23%	-$143K	0.59%	47
2020 Q2	$615K	Buy	43,000 +21,038	+96%	+$283K	0.77%	34
2020 Q1	$293K	Buy	+21,962	New	+$305K	0.37%	57

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJA

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

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

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

Indie Asset Partners's NIQ Position: Q1 2021 in Review

Indie Asset Partners sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q1 2021, closing a stake of 18,000 shares — an estimated $265K sold.

Indie Asset Partners first reported a position in NIQ in Q1 2020 and held it in 4 quarters. The position peaked at $615K in Q2 2020. 40 funds tracked by Wall St. Rank hold NIQ as of Q1 2021.

Indie Asset Partners reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q1 2021 after selling out during the quarter.
Indie Asset Partners sold 18,000 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q1 2021, an estimated $265K.
Indie Asset Partners first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q1 2020 and held it in 4 quarters.
Indie Asset Partners's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $615K in Q2 2020.
40 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q1 2021.

Based on Indie Asset Partners's 13F filing for Q1 2021, filed 13 May 2021.