Raymond James Trust’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Raymond James Trust’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
2022 Q4	–	Sell	-14,931	Closed	-$178K	–	1174
2022 Q3	$178K	Hold	14,931	–	–	0.01%	1004
2022 Q2	$190K	Buy	+14,931	New	+$193K	0.01%	1018
2022 Q1	–	Sell	-12,890	Closed	-$190K	–	1244
2021 Q4	$190K	Hold	12,890	–	–	0.01%	1128
2021 Q3	$189K	Sell	12,890 -1,321	-9%	-$19.7K	0.01%	1077
2021 Q2	$213K	Buy	+14,211	New	+$209K	0.01%	1030

Other funds holding NIQ

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Raymond James Trust's NIQ Position: Q4 2022 in Review

Raymond James Trust sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q4 2022, closing a stake of 14,931 shares — an estimated $178K sold.

Raymond James Trust first reported a position in NIQ in Q2 2021 and held it in 5 quarters. The position peaked at $213K in Q2 2021. 44 funds tracked by Wall St. Rank hold NIQ as of Q4 2022.

Raymond James Trust reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q4 2022 after selling out during the quarter.
Raymond James Trust sold 14,931 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q4 2022, an estimated $178K.
Raymond James Trust first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2021 and held it in 5 quarters.
Raymond James Trust's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $213K in Q2 2021.
44 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q4 2022.

Based on Raymond James Trust's 13F filing for Q4 2022, filed 2 Feb 2023.