U
NIQ

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

UBS’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
2014
Q3 		$298K Buy
23,293
+5,813
+33% +$73.6K ﹤0.01% 4777
2014
Q2 		$225K Buy
17,480
+3,322
+23% +$42.1K ﹤0.01% 5031
2014
Q1 		$171K Buy
14,158
+1,865
+15% +$22.3K ﹤0.01% 5373
2013
Q4 		$141K Buy
12,293
+12,093
+6,047% +$137K ﹤0.01% 5683
2013
Q3 		$2K Buy
+200
New +$2.31K ﹤0.01% 9999

Other funds holding NIQ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS's NIQ Position: Q3 2014 in Review

UBS increased its NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) stake by 33% in Q3 2014, buying an estimated $73.6K and bringing the position to 23,293 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #4777.

UBS first reported a position in NIQ in Q3 2013 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold NIQ as of Q3 2014.

  • UBS held 23,293 shares of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND worth $298K as of Q3 2014.
  • UBS bought 5,813 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q3 2014, an estimated $73.6K.
  • NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4777 holding.
  • UBS first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q3 2013 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.