PPA
NIQ

Parametric Portfolio Associates’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Parametric Portfolio Associates’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
2018
Q2 		– Sell
-12,353
Closed -$155K – 3961
2018
Q1 		$155K Buy
12,353
+1,195
+11% +$15.1K ﹤0.01% 3807
2017
Q4 		$144K Sell
11,158
-19,066
-63% -$250K ﹤0.01% 3797
2017
Q3 		$400K Buy
30,224
+2,567
+9% +$34K ﹤0.01% 3547
2017
Q2 		$358K Buy
+27,657
New +$359K ﹤0.01% 3546

Other funds holding NIQ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Parametric Portfolio Associates's NIQ Position: Q2 2018 in Review

Parametric Portfolio Associates sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2018, closing a stake of 12,353 shares — an estimated $155K sold.

Parametric Portfolio Associates first reported a position in NIQ in Q2 2017 and held it in 4 quarters. The position peaked at $400K in Q3 2017. 38 funds tracked by Wall St. Rank hold NIQ as of Q2 2018.

  • Parametric Portfolio Associates reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2018 after selling out during the quarter.
  • Parametric Portfolio Associates sold 12,353 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2018, an estimated $155K.
  • Parametric Portfolio Associates first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2017 and held it in 4 quarters.
  • Parametric Portfolio Associates's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $400K in Q3 2017.
  • 38 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2018.

Based on Parametric Portfolio Associates's 13F filing for Q2 2018, filed 13 Aug 2018.