NUVEEN INT DUR QUAL MUN TRM's ticker is NIQ and the CUSIP is 670677103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $508,000 | -12.1% | 40,433 | -10.0% | 0.05% | -11.1% |
| Q4 2017 | $578,000 | -2.7% | 44,933 | 0.0% | 0.05% | -8.5% |
| Q3 2017 | $594,000 | -0.2% | 44,933 | -2.2% | 0.06% | -3.3% |
| Q2 2017 | $595,000 | +0.3% | 45,933 | 0.0% | 0.06% | -4.7% |
| Q1 2017 | $593,000 | +3.9% | 45,933 | -1.1% | 0.06% | -3.0% |
| Q4 2016 | $571,000 | +8057.1% | 46,433 | +9186.6% | 0.07% | +6500.0% |
| Q3 2016 | $7,000 | – | 500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Relative Value Partners Group, LLC | 682,111 | $9,770,000 | 1.01% |
| Indie Asset Partners, LLC | 33,000 | $472,000 | 0.59% |
| American Institute for Advanced Investment Management, LLP | 22,500 | $322,000 | 0.29% |
| Tortoise Investment Management, LLC | 78,200 | $1,117,000 | 0.27% |
| Karpus Management, Inc. | 431,591 | $6,167,000 | 0.22% |
| 1607 Capital Partners, LLC | 177,999 | $2,544,000 | 0.14% |
| Newman Dignan & Sheerar, Inc. | 22,787 | $326,000 | 0.14% |
| GREATMARK INVESTMENT PARTNERS, INC. | 35,350 | $505,000 | 0.13% |
| USCA RIA LLC | 90,589 | $1,295,000 | 0.10% |
| Clear Harbor Asset Management, LLC | 32,241 | $460,724,000 | 0.08% |