Northwestern Mutual Wealth Management
NIQ

Northwestern Mutual Wealth Management’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Northwestern Mutual Wealth Management’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
-11,401
Closed -$146K – 3693
2023
Q1 		$146K Buy
11,401
+28
+0.2% +$354 ﹤0.01% 1561
2022
Q4 		$142K Buy
11,373
+58
+0.5% +$714 ﹤0.01% 1527
2022
Q3 		$135K Buy
11,315
+49
+0.4% +$632 ﹤0.01% 1539
2022
Q2 		$143K Buy
11,266
+174
+2% +$2.25K ﹤0.01% 1510
2022
Q1 		$150K Buy
11,092
+31
+0.3% +$437 ﹤0.01% 1549
2021
Q4 		$163K Buy
11,061
+5,595
+102% +$82.8K ﹤0.01% 1518
2021
Q3 		$80K Buy
5,466
+33
+0.6% +$492 ﹤0.01% 1724
2021
Q2 		$81K Buy
5,433
+33
+0.6% +$486 ﹤0.01% 1687
2021
Q1 		$79K Buy
5,400
+21
+0.4% +$305 ﹤0.01% 1577
2020
Q4 		$79K Buy
5,379
+483
+10% +$6.95K ﹤0.01% 1487
2020
Q3 		$70K Buy
4,896
+1,958
+67% +$28K ﹤0.01% 1402
2020
Q2 		$42K Hold
2,938
– – ﹤0.01% 1507
2020
Q1 		$39K Buy
2,938
+489
+20% +$6.79K ﹤0.01% 1492
2019
Q4 		$34K Hold
2,449
– – ﹤0.01% 1579
2019
Q3 		$33K Hold
2,449
– – ﹤0.01% 1555
2019
Q2 		$33K Hold
2,449
– – ﹤0.01% 1553
2019
Q1 		$32K Hold
2,449
– – ﹤0.01% 1542
2018
Q4 		$30K Hold
2,449
– – ﹤0.01% 1455
2018
Q3 		$30K Sell
2,449
-300
-11% -$3.75K ﹤0.01% 1506
2018
Q2 		$35K Hold
2,749
– – ﹤0.01% 1388
2018
Q1 		$35K Hold
2,749
– – ﹤0.01% 1342
2017
Q4 		$35K Buy
2,749
+706
+35% +$9.26K ﹤0.01% 1285
2017
Q3 		$27K Hold
2,043
– – ﹤0.01% 1368
2017
Q2 		$26K Buy
2,043
+545
+36% +$7.07K ﹤0.01% 1309
2017
Q1 		$19K Buy
1,498
+1,198
+399% +$15K ﹤0.01% 1365
2016
Q4 		$4K Buy
+300
New +$3.82K ﹤0.01% 1926
2016
Q3 		– Sell
-300
Closed -$4K – 1648
2016
Q2 		$4K Buy
+300
New +$4.09K ﹤0.01% 1696

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

Northwestern Mutual Wealth Management's NIQ Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 11,401 shares — an estimated $146K sold.

Northwestern Mutual Wealth Management first reported a position in NIQ in Q2 2016 and held it in 27 quarters. The position peaked at $163K in Q4 2021. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 11,401 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $146K.
  • Northwestern Mutual Wealth Management first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2016 and held it in 27 quarters.
  • Northwestern Mutual Wealth Management's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $163K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.