Stifel Financial
NIQ

Stifel Financial’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Stifel Financial’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
-60,644
Closed -$774K – 3455
2023
Q1 		$774K Sell
60,644
-4,458
-7% -$56.3K ﹤0.01% 2235
2022
Q4 		$813K Sell
65,102
-1,935
-3% -$23.8K ﹤0.01% 2156
2022
Q3 		$801K Sell
67,037
-7,178
-10% -$92.6K ﹤0.01% 2121
2022
Q2 		$944K Buy
74,215
+385
+0.5% +$4.99K ﹤0.01% 2036
2022
Q1 		$1M Buy
73,830
+4,772
+7% +$67.3K ﹤0.01% 2116
2021
Q4 		$1.02M Buy
69,058
+7,375
+12% +$109K ﹤0.01% 2116
2021
Q3 		$905K Buy
61,683
+11,147
+22% +$166K ﹤0.01% 2171
2021
Q2 		$758K Sell
50,536
-1,622
-3% -$23.9K ﹤0.01% 2309
2021
Q1 		$765K Sell
52,158
-14,261
-21% -$207K ﹤0.01% 2180
2020
Q4 		$978K Buy
66,419
+12,237
+23% +$176K ﹤0.01% 1863
2020
Q3 		$774K Buy
54,182
+11,087
+26% +$159K ﹤0.01% 1808
2020
Q2 		$612K Sell
43,095
-1,385
-3% -$18.6K ﹤0.01% 1896
2020
Q1 		$595K Buy
44,480
+1,757
+4% +$24.4K ﹤0.01% 1756
2019
Q4 		$594K Sell
42,723
-715
-2% -$9.83K ﹤0.01% 2152
2019
Q3 		$595K Buy
43,438
+3,351
+8% +$45.5K ﹤0.01% 2074
2019
Q2 		$534K Sell
40,087
-43,136
-52% -$566K ﹤0.01% 2169
2019
Q1 		$1.09M Sell
83,223
-33
-0% -$422 ﹤0.01% 1597
2018
Q4 		$1.03M Sell
83,256
-44,862
-35% -$546K ﹤0.01% 1499
2018
Q3 		$1.58M Buy
128,118
+6,269
+5% +$78.3K ﹤0.01% 1399
2018
Q2 		$1.54M Buy
121,849
+165
+0.1% +$2.06K ﹤0.01% 1358
2018
Q1 		$1.54M Buy
121,684
+14,259
+13% +$180K ﹤0.01% 1307
2017
Q4 		$1.39M Buy
107,425
+23,805
+28% +$312K ﹤0.01% 1323
2017
Q3 		$1.1M Buy
83,620
+4,160
+5% +$55.1K ﹤0.01% 1445
2017
Q2 		$1.03M Buy
79,460
+1,782
+2% +$23.1K ﹤0.01% 1460
2017
Q1 		$1M Buy
77,678
+39,763
+105% +$499K ﹤0.01% 1450
2016
Q4 		$464K Buy
+37,915
New +$483K ﹤0.01% 1819

Other funds holding NIQ

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Stifel Financial's NIQ Position: Q2 2023 in Review

Stifel Financial sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 60,644 shares — an estimated $774K sold.

Stifel Financial first reported a position in NIQ in Q4 2016 and held it in 26 quarters. The position peaked at $1.58M in Q3 2018. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

  • Stifel Financial reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
  • Stifel Financial sold 60,644 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $774K.
  • Stifel Financial first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2016 and held it in 26 quarters.
  • Stifel Financial's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $1.58M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.