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

MSI Financial Services’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 Q2	–	Sell	-1,500	Closed	–	–	3296
2015 Q1	$0	Buy	+1,500	New	+$19.5K	﹤0.01%	3166
2014 Q4	–	Sell	-1,500	Closed	-$19K	–	2813
2014 Q3	$19K	Hold	1,500	–	–	﹤0.01%	1519
2014 Q2	$19K	Hold	1,500	–	–	﹤0.01%	1521
2014 Q1	$18K	Hold	1,500	–	–	﹤0.01%	1487
2013 Q4	$17K	Buy	+1,500	New	+$17K	﹤0.01%	1464

Other funds holding NIQ

KIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

LCM

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

MSI Financial Services's NIQ Position: Q2 2015 in Review

MSI Financial Services sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2015, closing a stake of 1,500 shares.

MSI Financial Services first reported a position in NIQ in Q4 2013 and held it in 5 quarters. The position peaked at $19K in Q3 2014. 23 funds tracked by Wall St. Rank hold NIQ as of Q2 2015.

MSI Financial Services reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2015 after selling out during the quarter.
MSI Financial Services sold 1,500 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2015.
MSI Financial Services first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2013 and held it in 5 quarters.
MSI Financial Services's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $19K in Q3 2014.
23 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2015.

Based on MSI Financial Services's 13F filing for Q2 2015, filed 21 Jul 2015.