Lehman Financial Resources’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-8,511	Closed	-$105K	–	385
2015 Q3	$105K	Hold	8,511	–	–	0.05%	85
2015 Q2	$104K	Hold	8,511	–	–	0.05%	94
2015 Q1	$110K	Hold	8,511	–	–	0.05%	94
2014 Q4	$108K	Hold	8,511	–	–	0.05%	89
2014 Q3	$109K	Hold	8,511	–	–	0.06%	81
2014 Q2	$109K	Hold	8,511	–	–	0.05%	82
2014 Q1	$103K	Buy	+8,511	New	+$102K	0.05%	82

Other funds holding NIQ

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Lehman Financial Resources's NIQ Position: Q4 2015 in Review

Lehman Financial Resources sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q4 2015, closing a stake of 8,511 shares — an estimated $105K sold.

Lehman Financial Resources first reported a position in NIQ in Q1 2014 and held it in 7 quarters. The position peaked at $110K in Q1 2015. 23 funds tracked by Wall St. Rank hold NIQ as of Q4 2015.

Lehman Financial Resources reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 8,511 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q4 2015, an estimated $105K.
Lehman Financial Resources first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q1 2014 and held it in 7 quarters.
Lehman Financial Resources's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $110K in Q1 2015.
23 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.