SSB
NIQ

Sandy Spring Bank’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Sandy Spring Bank’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
Q1 		– Sell
-2,153
Closed -$32K – 1256
2021
Q4 		$32K Hold
2,153
– – ﹤0.01% 667
2021
Q3 		$32K Hold
2,153
– – ﹤0.01% 663
2021
Q2 		$32K Buy
+2,153
New +$31.7K ﹤0.01% 675

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Sandy Spring Bank's NIQ Position: Q1 2022 in Review

Sandy Spring Bank sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q1 2022, closing a stake of 2,153 shares — an estimated $32K sold.

Sandy Spring Bank first reported a position in NIQ in Q2 2021 and held it in 3 quarters. The position peaked at $32K in Q4 2021. 40 funds tracked by Wall St. Rank hold NIQ as of Q1 2022.

  • Sandy Spring Bank reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q1 2022 after selling out during the quarter.
  • Sandy Spring Bank sold 2,153 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q1 2022, an estimated $32K.
  • Sandy Spring Bank first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2021 and held it in 3 quarters.
  • Sandy Spring Bank's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $32K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q1 2022.

Based on Sandy Spring Bank's 13F filing for Q1 2022, filed 3 May 2022.