NRI
NIQ

NFP Retirement Inc’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

NFP Retirement Inc’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
-42,129
Closed -$538K – 247
2023
Q1 		$538K Sell
42,129
-360
-0.8% -$4.55K 0.11% 148
2022
Q4 		$531K Buy
42,489
+12,609
+42% +$155K 0.12% 141
2022
Q3 		$357K Buy
29,880
+7,700
+35% +$99.3K 0.09% 162
2022
Q2 		$282K Buy
+22,180
New +$287K 0.07% 188

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

NFP Retirement Inc's NIQ Position: Q2 2023 in Review

NFP Retirement Inc sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 42,129 shares — an estimated $538K sold.

NFP Retirement Inc first reported a position in NIQ in Q2 2022 and held it in 4 quarters. The position peaked at $538K in Q1 2023. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

  • NFP Retirement Inc reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 42,129 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $538K.
  • NFP Retirement Inc first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2022 and held it in 4 quarters.
  • NFP Retirement Inc's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $538K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on NFP Retirement Inc's 13F filing for Q2 2023, filed 13 Feb 2025.