Morgan Stanley
NIQ

Morgan Stanley’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Morgan Stanley’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
-787,585
Closed -$10.1M – 7753
2023
Q1 		$10.1M Sell
787,585
-36,481
-4% -$461K ﹤0.01% 3139
2022
Q4 		$10.3M Sell
824,066
-44,132
-5% -$544K ﹤0.01% 3057
2022
Q3 		$10.4M Buy
868,198
+44,876
+5% +$579K ﹤0.01% 2939
2022
Q2 		$10.5M Buy
823,322
+122,184
+17% +$1.58M ﹤0.01% 3025
2022
Q1 		$9.51M Buy
701,138
+144,464
+26% +$2.04M ﹤0.01% 2962
2021
Q4 		$8.21M Buy
556,674
+23,945
+4% +$354K ﹤0.01% 3151
2021
Q3 		$7.82M Buy
532,729
+5,631
+1% +$84K ﹤0.01% 3194
2021
Q2 		$7.9M Sell
527,098
-13,061
-2% -$192K ﹤0.01% 3268
2021
Q1 		$7.92M Sell
540,159
-33,487
-6% -$486K ﹤0.01% 2898
2020
Q4 		$8.45M Buy
573,646
+94,259
+20% +$1.36M ﹤0.01% 2697
2020
Q3 		$6.85M Buy
479,387
+25,260
+6% +$362K ﹤0.01% 2399
2020
Q2 		$6.45M Sell
454,127
-38,541
-8% -$519K ﹤0.01% 2413
2020
Q1 		$6.57M Buy
492,668
+18,175
+4% +$252K ﹤0.01% 2188
2019
Q4 		$6.59M Buy
474,493
+75,096
+19% +$1.03M ﹤0.01% 2884
2019
Q3 		$5.46M Sell
399,397
-65,034
-14% -$884K ﹤0.01% 2781
2019
Q2 		$6.18M Sell
464,431
-67,313
-13% -$884K ﹤0.01% 2700
2019
Q1 		$6.96M Sell
531,744
-152,856
-22% -$1.95M ﹤0.01% 2382
2018
Q4 		$8.46M Buy
684,600
+125,561
+22% +$1.53M ﹤0.01% 2299
2018
Q3 		$6.88M Buy
559,039
+202,875
+57% +$2.53M ﹤0.01% 2822
2018
Q2 		$4.48M Buy
356,164
+71,320
+25% +$890K ﹤0.01% 3264
2018
Q1 		$3.58M Buy
284,844
+60,883
+27% +$769K ﹤0.01% 3410
2017
Q4 		$2.88M Sell
223,961
-10,610
-5% -$139K ﹤0.01% 3681
2017
Q3 		$3.1M Buy
234,571
+40,143
+21% +$532K ﹤0.01% 3454
2017
Q2 		$2.52M Buy
194,428
+7,426
+4% +$96.4K ﹤0.01% 3585
2017
Q1 		$2.42M Sell
187,002
-29,354
-14% -$368K ﹤0.01% 3637
2016
Q4 		$2.66M Buy
216,356
+17,376
+9% +$221K ﹤0.01% 3661
2016
Q3 		$2.76M Buy
198,980
+39,347
+25% +$543K ﹤0.01% 3220
2016
Q2 		$2.2M Buy
159,633
+44,439
+39% +$606K ﹤0.01% 3346
2016
Q1 		$1.56M Buy
115,194
+1,548
+1% +$20.6K ﹤0.01% 3556
2015
Q4 		$1.46M Buy
113,646
+14,513
+15% +$183K ﹤0.01% 3763
2015
Q3 		$1.23M Buy
99,133
+17,109
+21% +$210K ﹤0.01% 3938
2015
Q2 		$1M Buy
82,024
+2,100
+3% +$26.6K ﹤0.01% 4194
2015
Q1 		$1.04M Sell
79,924
-4,283
-5% -$55.6K ﹤0.01% 4108
2014
Q4 		$1.06M Buy
84,207
+30,900
+58% +$393K ﹤0.01% 4104
2014
Q3 		$682K Sell
53,307
-3,693
-6% -$46.7K ﹤0.01% 4351
2014
Q2 		$732K Sell
57,000
-6,100
-10% -$77.3K ﹤0.01% 4298
2014
Q1 		$766K Sell
63,100
-2,634
-4% -$31.5K ﹤0.01% 4226
2013
Q4 		$756K Buy
65,734
+24,566
+60% +$279K ﹤0.01% 4142
2013
Q3 		$473K Buy
+41,168
New +$476K ﹤0.01% 4372

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

Morgan Stanley's NIQ Position: Q2 2023 in Review

Morgan Stanley sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 787,585 shares — an estimated $10.1M sold.

Morgan Stanley first reported a position in NIQ in Q3 2013 and held it in 39 quarters. The position peaked at $10.5M in Q2 2022. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

  • Morgan Stanley reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
  • Morgan Stanley sold 787,585 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $10.1M.
  • Morgan Stanley first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q3 2013 and held it in 39 quarters.
  • Morgan Stanley's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $10.5M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Morgan Stanley's 13F filing for Q2 2023, filed 14 Aug 2023.