UR
NIQ

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

USCA RIA’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
2021
Q2 		$1.21M Hold
80,759
– – 0.07% 280
2021
Q1 		$1.18M Sell
80,759
-2,630
-3% -$38.2K 0.08% 275
2020
Q4 		$1.23M Sell
83,389
-7,200
-8% -$104K 0.09% 217
2020
Q3 		$1.29M Sell
90,589
-1,360
-1% -$19.5K 0.1% 183
2020
Q2 		$1.31M Sell
91,949
-13,005
-12% -$175K 0.12% 176
2020
Q1 		$1.4M Hold
104,954
– – 0.16% 133
2019
Q4 		$1.46M Buy
104,954
+11,800
+13% +$162K 0.13% 208
2019
Q3 		$1.27M Buy
93,154
+13,000
+16% +$177K 0.13% 202
2019
Q2 		$1.07M Sell
80,154
-400
-0.5% -$5.25K 0.11% 222
2019
Q1 		$1.05M Buy
80,554
+1,700
+2% +$21.7K 0.11% 204
2018
Q4 		$974K Hold
78,854
– – 0.13% 187
2018
Q3 		$971K Hold
78,854
– – 0.1% 228
2018
Q2 		$991K Buy
78,854
+8,738
+12% +$109K 0.11% 224
2018
Q1 		$881K Sell
70,116
-5,270
-7% -$66.5K 0.1% 234
2017
Q4 		$970K Buy
75,386
+5,415
+8% +$71.1K 0.11% 208
2017
Q3 		$907K Hold
69,971
– – 0.12% 196
2017
Q2 		$907K Buy
69,971
+3,274
+5% +$42.5K 0.12% 197
2017
Q1 		$862K Buy
66,697
+32,387
+94% +$406K 0.13% 196
2016
Q4 		$422K Hold
34,310
– – 0.07% 274
2016
Q3 		$475K Sell
34,310
-1,500
-4% -$20.7K 0.08% 253
2016
Q2 		$493K Buy
35,810
+1,750
+5% +$23.9K 0.08% 238
2016
Q1 		$461K Buy
34,060
+4,460
+15% +$59.2K 0.08% 223
2015
Q4 		$381K Sell
29,600
-3,300
-10% -$41.6K 0.08% 238
2015
Q3 		$409K Buy
32,900
+8,000
+32% +$98.4K 0.1% 208
2015
Q2 		$305K Sell
24,900
-10,000
-29% -$127K 0.08% 255
2015
Q1 		$453K Buy
+34,900
New +$453K 0.12% 192

Other funds holding NIQ

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USCA RIA's NIQ Position: Q2 2021 in Review

USCA RIA held its NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) position steady in Q2 2021 at 80,759 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #280.

USCA RIA first reported a position in NIQ in Q1 2015 and has held it in 26 quarters since. The position peaked at $1.46M in Q4 2019. 44 funds tracked by Wall St. Rank hold NIQ as of Q2 2021.

  • USCA RIA held 80,759 shares of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND worth $1.21M as of Q2 2021.
  • USCA RIA left its NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND share count unchanged in Q2 2021.
  • NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND made up 0.07% of USCA RIA's portfolio in Q2 2021, its #280 holding.
  • USCA RIA first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q1 2015 and has held it in 26 quarters since.
  • USCA RIA's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $1.46M in Q4 2019.
  • 44 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.