IWC
NIQ

Integrated Wealth Concepts’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Integrated Wealth Concepts’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
-73,525
Closed -$939K – 1602
2023
Q1 		$939K Sell
73,525
-346
-0.5% -$4.37K 0.02% 641
2022
Q4 		$923K Buy
73,871
+3,857
+6% +$47.5K 0.03% 494
2022
Q3 		$837K Buy
70,014
+5,037
+8% +$64.9K 0.03% 459
2022
Q2 		$827K Sell
64,977
-6,313
-9% -$81.8K 0.03% 460
2022
Q1 		$967K Sell
71,290
-4,743
-6% -$66.9K 0.03% 403
2021
Q4 		$1.12M Buy
76,033
+27,797
+58% +$411K 0.03% 381
2021
Q3 		$708K Sell
48,236
-570
-1% -$8.5K 0.02% 489
2021
Q2 		$732K Buy
48,806
+1,162
+2% +$17.1K 0.03% 442
2021
Q1 		$698K Buy
47,644
+3,425
+8% +$49.7K 0.03% 386
2020
Q4 		$651K Buy
44,219
+11,844
+37% +$170K 0.03% 352
2020
Q3 		$463K Buy
32,375
+5,971
+23% +$85.5K 0.03% 360
2020
Q2 		$375K Buy
26,404
+7,493
+40% +$101K 0.03% 352
2020
Q1 		$252K Sell
18,911
-1,094
-5% -$15.2K 0.02% 345
2019
Q4 		$278K Buy
20,005
+3,018
+18% +$41.5K 0.02% 378
2019
Q3 		$232K Buy
16,987
+3,462
+26% +$47.1K 0.03% 372
2019
Q2 		$109K Buy
+13,525
New +$178K 0.01% 376

Other funds holding NIQ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Integrated Wealth Concepts's NIQ Position: Q2 2023 in Review

Integrated Wealth Concepts sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 73,525 shares — an estimated $939K sold.

Integrated Wealth Concepts first reported a position in NIQ in Q2 2019 and held it in 16 quarters. The position peaked at $1.12M in Q4 2021. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

  • Integrated Wealth Concepts reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 73,525 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $939K.
  • Integrated Wealth Concepts first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2019 and held it in 16 quarters.
  • Integrated Wealth Concepts's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $1.12M in Q4 2021.
  • 6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Integrated Wealth Concepts's 13F filing for Q2 2023, filed 15 Aug 2023.