TIM
NIQ

Tortoise Investment Management’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Tortoise Investment Management’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
-2,780
Closed -$35.5K – 803
2023
Q1 		$35.5K Sell
2,780
-47,788
-95% -$604K 0.01% 371
2022
Q4 		$632K Buy
50,568
+17,600
+53% +$217K 0.11% 120
2022
Q3 		$394K Hold
32,968
– – 0.08% 137
2022
Q2 		$419K Hold
32,968
– – 0.08% 130
2022
Q1 		$447K Sell
32,968
-2,771
-8% -$39.1K 0.08% 127
2021
Q4 		$527K Sell
35,739
-2,000
-5% -$29.6K 0.1% 114
2021
Q3 		$554K Sell
37,739
-19,682
-34% -$294K 0.11% 104
2021
Q2 		$861K Sell
57,421
-7,930
-12% -$117K 0.18% 79
2021
Q1 		$958K Sell
65,351
-1,500
-2% -$21.8K 0.21% 76
2020
Q4 		$985K Sell
66,851
-11,349
-15% -$163K 0.22% 71
2020
Q3 		$1.12M Sell
78,200
-16,890
-18% -$242K 0.27% 68
2020
Q2 		$1.35M Sell
95,090
-9,545
-9% -$128K 0.35% 54
2020
Q1 		$1.4M Sell
104,635
-8,939
-8% -$124K 0.4% 51
2019
Q4 		$1.58M Buy
113,574
+5,418
+5% +$74.5K 0.37% 49
2019
Q3 		$1.48M Buy
108,156
+23,980
+28% +$326K 0.38% 51
2019
Q2 		$1.12M Buy
84,176
+47,797
+131% +$628K 0.28% 62
2019
Q1 		$476K Hold
36,379
– – 0.12% 93
2018
Q4 		$449K Buy
36,379
+13,730
+61% +$167K 0.12% 94
2018
Q3 		$279K Sell
22,649
-3,600
-14% -$44.9K 0.07% 122
2018
Q2 		$330K Buy
26,249
+5,500
+27% +$68.6K 0.09% 116
2018
Q1 		$261K Buy
+20,749
New +$262K 0.07% 126
2017
Q1 		– Sell
-1,500
Closed -$18K – 521
2016
Q4 		$18K Hold
1,500
– – 0.01% 280
2016
Q3 		$21K Sell
1,500
-1,600
-52% -$22.1K 0.01% 247
2016
Q2 		$43K Sell
3,100
-500
-14% -$6.82K 0.02% 211
2016
Q1 		$49K Hold
3,600
– – 0.02% 198
2015
Q4 		$46K Hold
3,600
– – 0.02% 214
2015
Q3 		$45K Sell
3,600
-6,713
-65% -$82.6K 0.02% 208
2015
Q2 		$126K Sell
10,313
-1,987
-16% -$25.2K 0.05% 140
2015
Q1 		$160K Hold
12,300
– – 0.06% 120
2014
Q4 		$156K Buy
+12,300
New +$157K 0.06% 122

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 $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

Tortoise Investment Management's NIQ Position: Q2 2023 in Review

Tortoise Investment Management sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 2,780 shares — an estimated $35.5K sold.

Tortoise Investment Management first reported a position in NIQ in Q4 2014 and held it in 30 quarters. The position peaked at $1.58M in Q4 2019. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

  • Tortoise Investment Management reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 2,780 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $35.5K.
  • Tortoise Investment Management first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2014 and held it in 30 quarters.
  • Tortoise Investment Management's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $1.58M in Q4 2019.
  • 6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Tortoise Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.