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

LPL Financial’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	-31,265	Closed	-$399K	–	4727
2023 Q1	$399K	Sell	31,265 -13,450	-30%	-$170K	﹤0.01%	3516
2022 Q4	$558K	Sell	44,715 -3,810	-8%	-$46.9K	﹤0.01%	3152
2022 Q3	$580K	Buy	48,525 +710	+1%	+$9.15K	﹤0.01%	3020
2022 Q2	$608K	Sell	47,815 -2,000	-4%	-$25.9K	﹤0.01%	3038
2022 Q1	$675K	Buy	49,815 +12,815	+35%	+$181K	﹤0.01%	2948
2021 Q4	$546K	Buy	37,000 +3,400	+10%	+$50.3K	﹤0.01%	3200
2021 Q3	$493K	Sell	33,600 -1,200	-3%	-$17.9K	﹤0.01%	3228
2021 Q2	$522K	Buy	34,800 +3,000	+9%	+$44.2K	﹤0.01%	3122
2021 Q1	$466K	Hold	31,800	–	–	﹤0.01%	3080
2020 Q4	$468K	Buy	31,800 +1,450	+5%	+$20.9K	﹤0.01%	2818
2020 Q3	$434K	Buy	30,350 +9,000	+42%	+$129K	﹤0.01%	2591
2020 Q2	$303K	Buy	+21,350	New	+$287K	﹤0.01%	2825
2018 Q3	–	Sell	-13,250	Closed	-$167K	–	3326
2018 Q2	$167K	Sell	13,250 -15,570	-54%	-$194K	﹤0.01%	3024
2018 Q1	$362K	Buy	28,820 +10,850	+60%	+$137K	﹤0.01%	2446
2017 Q4	$231K	Buy	+17,970	New	+$236K	﹤0.01%	2709
2016 Q4	–	Sell	-14,442	Closed	-$197K	–	2796
2016 Q3	$197K	Buy	+14,442	New	+$199K	﹤0.01%	2411
2016 Q2	–	Sell	-15,108	Closed	-$206K	–	3047
2016 Q1	$206K	Hold	15,108	–	–	﹤0.01%	2778
2015 Q4	$198K	Buy	+15,108	New	+$190K	﹤0.01%	2831

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 $57.3B AUM 18.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 22.89% 1-Year Est. Return

LPL Financial's NIQ Position: Q2 2023 in Review

LPL Financial sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 31,265 shares — an estimated $399K sold.

LPL Financial first reported a position in NIQ in Q4 2015 and held it in 18 quarters. The position peaked at $675K in Q1 2022. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

LPL Financial reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
LPL Financial sold 31,265 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $399K.
LPL Financial first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2015 and held it in 18 quarters.
LPL Financial's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $675K in Q1 2022.
6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on LPL Financial's 13F filing for Q2 2023, filed 31 Jul 2023.