UBS Group
NIQ

UBS Group’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

UBS Group’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
-56,191
Closed -$718K – 10237
2023
Q1 		$718K Sell
56,191
-3,047
-5% -$38.5K ﹤0.01% 4400
2022
Q4 		$740K Buy
59,238
+2,915
+5% +$35.9K ﹤0.01% 4346
2022
Q3 		$673K Sell
56,323
-227
-0.4% -$2.93K ﹤0.01% 4083
2022
Q2 		$719K Sell
56,550
-5,817
-9% -$75.4K ﹤0.01% 3995
2022
Q1 		$846K Buy
62,367
+444
+0.7% +$6.26K ﹤0.01% 4276
2021
Q4 		$913K Hold
61,923
– – ﹤0.01% 4473
2021
Q3 		$908K Sell
61,923
-5,000
-7% -$74.6K ﹤0.01% 4274
2021
Q2 		$1M Buy
66,923
+10,482
+19% +$154K ﹤0.01% 4172
2021
Q1 		$827K Sell
56,441
-1,342
-2% -$19.5K ﹤0.01% 4441
2020
Q4 		$851K Sell
57,783
-5,048
-8% -$72.6K ﹤0.01% 4145
2020
Q3 		$898K Buy
62,831
+2,321
+4% +$33.2K ﹤0.01% 3718
2020
Q2 		$860K Sell
60,510
-1,670
-3% -$22.5K ﹤0.01% 3642
2020
Q1 		$829K Sell
62,180
-2,012
-3% -$27.9K ﹤0.01% 3515
2019
Q4 		$891K Buy
64,192
+3,396
+6% +$46.7K ﹤0.01% 4328
2019
Q3 		$831K Sell
60,796
-3,188
-5% -$43.3K ﹤0.01% 4125
2019
Q2 		$852K Buy
63,984
+2,761
+5% +$36.3K ﹤0.01% 3878
2019
Q1 		$801K Buy
61,223
+2,965
+5% +$37.9K ﹤0.01% 3742
2018
Q4 		$720K Sell
58,258
-424
-0.7% -$5.16K ﹤0.01% 3978
2018
Q3 		$722K Sell
58,682
-2,247
-4% -$28.1K ﹤0.01% 4134
2018
Q2 		$766K Sell
60,929
-1,730
-3% -$21.6K ﹤0.01% 3987
2018
Q1 		$787K Buy
62,659
+3,540
+6% +$44.7K ﹤0.01% 3901
2017
Q4 		$761K Sell
59,119
-1,232
-2% -$16.2K ﹤0.01% 3991
2017
Q3 		$798K Buy
60,351
+1,125
+2% +$14.9K ﹤0.01% 3880
2017
Q2 		$767K Buy
59,226
+4,116
+7% +$53.4K ﹤0.01% 3820
2017
Q1 		$712K Sell
55,110
-842
-2% -$10.6K ﹤0.01% 3788
2016
Q4 		$689K Buy
55,952
+42,878
+328% +$546K ﹤0.01% 3873
2016
Q3 		$181K Sell
13,074
-4,269
-25% -$58.9K ﹤0.01% 4613
2016
Q2 		$239K Sell
17,343
-2,746
-14% -$37.4K ﹤0.01% 4437
2016
Q1 		$272K Sell
20,089
-882
-4% -$11.7K ﹤0.01% 4271
2015
Q4 		$270K Sell
20,971
-1,219
-5% -$15.4K ﹤0.01% 4444
2015
Q3 		$276K Sell
22,190
-4,762
-18% -$58.6K ﹤0.01% 4377
2015
Q2 		$329K Buy
26,952
+6,771
+34% +$85.8K ﹤0.01% 4440
2015
Q1 		$262K Buy
20,181
+3,033
+18% +$39.4K ﹤0.01% 4665
2014
Q4 		$217K Buy
+17,148
New +$218K ﹤0.01% 4975

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 $854M AUM 15.72% 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

UBS Group's NIQ Position: Q2 2023 in Review

UBS Group sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 56,191 shares — an estimated $718K sold.

UBS Group first reported a position in NIQ in Q4 2014 and held it in 34 quarters. The position peaked at $1M in Q2 2021. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

  • UBS Group reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
  • UBS Group sold 56,191 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $718K.
  • UBS Group first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q4 2014 and held it in 34 quarters.
  • UBS Group's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $1M in Q2 2021.
  • 6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on UBS Group's 13F filing for Q2 2023, filed 11 Aug 2023.