WMA
NIQ

Wealth Management Associates’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Wealth Management Associates’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
2022
Q4 		– Sell
-11,500
Closed -$137K – 196
2022
Q3 		$137K Hold
11,500
– – 0.1% 169
2022
Q2 		$146K Hold
11,500
– – 0.1% 169
2022
Q1 		$156K Hold
11,500
– – 0.09% 183
2021
Q4 		$170K Hold
11,500
– – 0.09% 188
2021
Q3 		$169K Hold
11,500
– – 0.1% 188
2021
Q2 		$172K Hold
11,500
– – 0.1% 194
2021
Q1 		$169K Hold
11,500
– – 0.11% 183
2020
Q4 		$169K Hold
11,500
– – 0.11% 175
2020
Q3 		$164K Hold
11,500
– – 0.13% 153
2020
Q2 		$163K Hold
11,500
– – 0.14% 145
2020
Q1 		$153K Buy
+11,500
New +$160K 0.15% 118

Other funds holding NIQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Wealth Management Associates's NIQ Position: Q4 2022 in Review

Wealth Management Associates sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q4 2022, closing a stake of 11,500 shares — an estimated $137K sold.

Wealth Management Associates first reported a position in NIQ in Q1 2020 and held it in 11 quarters. The position peaked at $172K in Q2 2021. 44 funds tracked by Wall St. Rank hold NIQ as of Q4 2022.

  • Wealth Management Associates reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q4 2022 after selling out during the quarter.
  • Wealth Management Associates sold 11,500 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q4 2022, an estimated $137K.
  • Wealth Management Associates first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q1 2020 and held it in 11 quarters.
  • Wealth Management Associates's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $172K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q4 2022.

Based on Wealth Management Associates's 13F filing for Q4 2022, filed 28 May 2025.