Sit Investment Associates’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Sit Investment Associates’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	–	Sell	-32,574	Closed	-$407K	–	553
2022 Q4	$407K	Buy	+32,574	New	+$401K	0.01%	422
2014 Q3	–	Sell	-44,997	Closed	-$577K	–	456
2014 Q2	$577K	Sell	44,997 -5,900	-12%	-$74.7K	0.01%	376
2014 Q1	$617K	Sell	50,897 -40,100	-44%	-$480K	0.01%	373
2013 Q4	$1.05M	Buy	+90,997	New	+$1.03M	0.02%	353

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 $103B AUM 28.65% 1-Year Est. Return

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

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

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

Sit Investment Associates's NIQ Position: Q1 2023 in Review

Sit Investment Associates sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q1 2023, closing a stake of 32,574 shares — an estimated $407K sold.

Sit Investment Associates first reported a position in NIQ in Q4 2013 and held it in 4 quarters. The position peaked at $1.05M in Q4 2013. 44 funds tracked by Wall St. Rank hold NIQ as of Q1 2023.

Sit Investment Associates reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q1 2023 after selling out during the quarter.
Sit Investment Associates sold 32,574 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q1 2023, an estimated $407K.
Sit Investment Associates first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2013 and held it in 4 quarters.
Sit Investment Associates's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $1.05M in Q4 2013.
44 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q1 2023.

Based on Sit Investment Associates's 13F filing for Q1 2023, filed 11 May 2023.