PFA
NIQ

Pathway Financial Advisers’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Pathway Financial Advisers’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
Q1 		$77.1K Sell
6,040
-1,425
-19% -$18K 0.03% 203
2022
Q4 		$93.2K Buy
+7,465
New +$92K 0.04% 201

Other funds holding NIQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SOA
Sea Otter Advisors Miami, Florida $1.78M AUM 2.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pathway Financial Advisers's NIQ Position: Q1 2023 in Review

Pathway Financial Advisers reduced its NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) stake by 19% in Q1 2023, selling an estimated $18K and leaving 6,040 shares worth $77.1K. The position accounts for 0.03% of the portfolio, ranked #203.

Pathway Financial Advisers first reported a position in NIQ in Q4 2022 and has held it in 2 quarters since. The position peaked at $93.2K in Q4 2022. 44 funds tracked by Wall St. Rank hold NIQ as of Q1 2023.

  • Pathway Financial Advisers held 6,040 shares of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND worth $77.1K as of Q1 2023.
  • Pathway Financial Advisers sold 1,425 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q1 2023, an estimated $18K.
  • NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND made up 0.03% of Pathway Financial Advisers's portfolio in Q1 2023, its #203 holding.
  • Pathway Financial Advisers first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2022 and has held it in 2 quarters since.
  • Pathway Financial Advisers's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $93.2K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.