Raymond James Financial Services Advisors’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Raymond James Financial Services Advisors’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	-27,830	Closed	-$355K	–	3399
2023 Q1	$355K	Buy	+27,830	New	+$352K	﹤0.01%	2538
2019 Q4	–	Sell	-15,198	Closed	-$208K	–	2968
2019 Q3	$208K	Hold	15,198	–	–	﹤0.01%	2478
2019 Q2	$202K	Buy	15,198 +1,873	+14%	+$24.6K	﹤0.01%	2539
2019 Q1	$174K	Hold	13,325	–	–	﹤0.01%	2533
2018 Q4	$165K	Buy	13,325 +325	+3%	+$3.96K	﹤0.01%	2315
2018 Q3	$160K	Buy	13,000 +2,000	+18%	+$25K	﹤0.01%	2588
2018 Q2	$138K	Sell	11,000 -825	-7%	-$10.3K	﹤0.01%	2562
2018 Q1	$149K	Hold	11,825	–	–	﹤0.01%	2317
2017 Q4	$152K	Buy	+11,825	New	+$155K	﹤0.01%	2323

Other funds holding NIQ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Raymond James Financial Services Advisors's NIQ Position: Q2 2023 in Review

Raymond James Financial Services Advisors sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 27,830 shares — an estimated $355K sold.

Raymond James Financial Services Advisors first reported a position in NIQ in Q4 2017 and held it in 9 quarters. The position peaked at $355K in Q1 2023. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

Raymond James Financial Services Advisors reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 27,830 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $355K.
Raymond James Financial Services Advisors first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2017 and held it in 9 quarters.
Raymond James Financial Services Advisors's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $355K in Q1 2023.
6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.