KIM
NIQ

Karpus Investment Management’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Karpus Investment Management’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
Q1 		– Sell
-256,046
Closed -$3.2M – 436
2022
Q4 		$3.2M Buy
+256,046
New +$3.15M 0.11% 162
2021
Q3 		– Sell
-72,966
Closed -$1.09M – 318
2021
Q2 		$1.09M Sell
72,966
-143,798
-66% -$2.12M 0.03% 202
2021
Q1 		$3.18M Sell
216,764
-187,685
-46% -$2.72M 0.1% 155
2020
Q4 		$5.96M Sell
404,449
-27,142
-6% -$390K 0.19% 109
2020
Q3 		$6.17M Sell
431,591
-900
-0.2% -$12.9K 0.22% 98
2020
Q2 		$6.15M Sell
432,491
-1,944
-0.4% -$26.2K 0.23% 91
2020
Q1 		$5.79M Sell
434,435
-6,100
-1% -$84.7K 0.22% 92
2019
Q4 		$6.12M Sell
440,535
-4,100
-0.9% -$56.3K 0.2% 93
2019
Q3 		$6.08M Sell
444,635
-2,714
-0.6% -$36.9K 0.23% 93
2019
Q2 		$5.95M Buy
447,349
+3,440
+0.8% +$45.2K 0.22% 87
2019
Q1 		$5.81M Buy
443,909
+382,509
+623% +$4.89M 0.21% 92
2018
Q4 		$758K Buy
+61,400
New +$748K 0.03% 154
2017
Q3 		– Sell
-117,170
Closed -$1.52M – 141
2017
Q2 		$1.52M Sell
117,170
-437,770
-79% -$5.68M 0.08% 93
2017
Q1 		$7.17M Sell
554,940
-72,889
-12% -$915K 0.37% 72
2016
Q4 		$7.72M Sell
627,829
-353,269
-36% -$4.5M 0.44% 76
2016
Q3 		$13.6M Sell
981,098
-224,723
-19% -$3.1M 0.72% 55
2016
Q2 		$16.6M Sell
1,205,821
-641,781
-35% -$8.75M 0.85% 48
2016
Q1 		$25M Sell
1,847,602
-363,887
-16% -$4.83M 1.14% 25
2015
Q4 		$28.5M Buy
2,211,489
+95,761
+5% +$1.21M 1.28% 22
2015
Q3 		$26.3M Buy
2,115,728
+243,105
+13% +$2.99M 1.22% 20
2015
Q2 		$22.9M Buy
1,872,623
+340,985
+22% +$4.32M 1.07% 24
2015
Q1 		$19.9M Sell
1,531,638
-105,633
-6% -$1.37M 0.93% 36
2014
Q4 		$20.7M Buy
1,637,271
+389,474
+31% +$4.96M 0.98% 31
2014
Q3 		$15.9M Buy
1,247,797
+174,450
+16% +$2.21M 0.77% 44
2014
Q2 		$13.8M Sell
1,073,347
-28,639
-3% -$363K 0.66% 51
2014
Q1 		$13.4M Buy
1,101,986
+437,611
+66% +$5.24M 0.69% 42
2013
Q4 		$7.64M Buy
664,375
+377,933
+132% +$4.29M 0.42% 64
2013
Q3 		$3.29M Buy
286,442
+206,580
+259% +$2.39M 0.21% 82
2013
Q2 		$993K Buy
+79,862
New +$1.1M 0.07% 105

Other funds holding NIQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SOA
Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Karpus Investment Management's NIQ Position: Q1 2023 in Review

Karpus Investment Management sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q1 2023, closing a stake of 256,046 shares — an estimated $3.2M sold.

Karpus Investment Management first reported a position in NIQ in Q2 2013 and held it in 29 quarters. The position peaked at $28.5M in Q4 2015. 44 funds tracked by Wall St. Rank hold NIQ as of Q1 2023.

  • Karpus Investment Management reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
  • Karpus Investment Management sold 256,046 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q1 2023, an estimated $3.2M.
  • Karpus Investment Management first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2013 and held it in 29 quarters.
  • Karpus Investment Management's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $28.5M in Q4 2015.
  • 44 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q1 2023.

Based on Karpus Investment Management's 13F filing for Q1 2023, filed 11 May 2023.