Wells Trecaso Financial Group’s NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND NIQ Stock Holding History

Wells Trecaso Financial 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	-16,778	Closed	-$214K	–	95
2023 Q1	$214K	Hold	16,778	–	–	0.1%	82
2022 Q4	$210K	Hold	16,778	–	–	0.1%	79
2022 Q3	$200K	Hold	16,778	–	–	0.11%	77
2022 Q2	$213K	Hold	16,778	–	–	0.11%	75
2022 Q1	$228K	Hold	16,778	–	–	0.1%	78
2021 Q4	$247K	Hold	16,778	–	–	0.11%	81
2021 Q3	$246K	Hold	16,778	–	–	0.12%	74
2021 Q2	$252K	Buy	+16,778	New	+$247K	0.12%	72

Other funds holding NIQ

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Wells Trecaso Financial Group's NIQ Position: Q2 2023 in Review

Wells Trecaso Financial Group sold out of NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND (NIQ) in Q2 2023, closing a stake of 16,778 shares — an estimated $214K sold.

Wells Trecaso Financial Group first reported a position in NIQ in Q2 2021 and held it in 8 quarters. The position peaked at $252K in Q2 2021. 6 funds tracked by Wall St. Rank hold NIQ as of Q2 2023.

Wells Trecaso Financial Group reported no remaining NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position as of Q2 2023 after selling out during the quarter.
Wells Trecaso Financial Group sold 16,778 NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND shares in Q2 2023, an estimated $214K.
Wells Trecaso Financial Group first reported a position in NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND in Q2 2021 and held it in 8 quarters.
Wells Trecaso Financial Group's NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND position peaked at $252K in Q2 2021.
6 funds tracked by Wall St. Rank held NUVEEN INTERMEDIATE DURATION QUALITY MUNICIPAL TERM FUND as of Q2 2023.

Based on Wells Trecaso Financial Group's 13F filing for Q2 2023, filed 20 Jul 2023.