Proficio Capital Partners’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Proficio Capital Partners’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
2021 Q1	–	Sell	-11,720	Closed	-$173K	–	284
2020 Q4	$173K	Hold	11,720	–	–	0.03%	176
2020 Q3	$167K	Hold	11,720	–	–	0.03%	168
2020 Q2	$167K	Buy	+11,720	New	+$158K	0.03%	163
2020 Q1	–	Sell	-11,720	Closed	-$163K	–	183
2019 Q4	$163K	Hold	11,720	–	–	0.05%	129
2019 Q3	$160K	Hold	11,720	–	–	0.06%	116
2019 Q2	$156K	Hold	11,720	–	–	0.05%	155
2019 Q1	$153K	Buy	+11,720	New	+$150K	0.05%	153

Other funds holding NIQ

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

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

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Proficio Capital Partners's NIQ Position: Q1 2021 in Review

Proficio Capital Partners sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q1 2021, closing a stake of 11,720 shares — an estimated $173K sold.

Proficio Capital Partners first reported a position in NIQ in Q1 2019 and held it in 7 quarters. The position peaked at $173K in Q4 2020. 40 funds tracked by Wall St. Rank hold NIQ as of Q1 2021.

Proficio Capital Partners reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q1 2021 after selling out during the quarter.
Proficio Capital Partners sold 11,720 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q1 2021, an estimated $173K.
Proficio Capital Partners first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q1 2019 and held it in 7 quarters.
Proficio Capital Partners's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $173K in Q4 2020.
40 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q1 2021.

Based on Proficio Capital Partners's 13F filing for Q1 2021, filed 14 May 2021.