Jeff Yass’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Jeff Yass’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	-23,026	Closed	-$294K	–	13602
2023 Q1	$294K	Buy	23,026 +6,530	+40%	+$82.5K	﹤0.01%	9773
2022 Q4	$206K	Buy	+16,496	New	+$203K	﹤0.01%	10049
2019 Q4	–	Sell	-17,030	Closed	-$233K	–	10909
2019 Q3	$233K	Buy	+17,030	New	+$231K	﹤0.01%	8813
2018 Q4	–	Sell	-14,515	Closed	-$179K	–	10246
2018 Q3	$179K	Buy	+14,515	New	+$181K	﹤0.01%	8306

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 $65.5B AUM 24.25% 1-Year Est. Return

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

Jeff Yass's NIQ Position: Q2 2023 in Review

Jeff Yass sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 23,026 shares — an estimated $294K sold.

Jeff Yass first reported a position in NIQ in Q3 2018 and held it in 4 quarters. The position peaked at $294K in Q1 2023. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

Jeff Yass reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
Jeff Yass sold 23,026 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $294K.
Jeff Yass first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q3 2018 and held it in 4 quarters.
Jeff Yass's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $294K in Q1 2023.
6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Susquehanna International Group's 13F filing for Q2 2023, filed 11 Aug 2023.