CAPTRUST Financial Advisors
NXJ

CAPTRUST Financial Advisors’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

CAPTRUST Financial Advisors’s Portfolio NXJ Stock Details NXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,365
Closed -$68K – 205
2013
Q3 		$68K Sell
5,365
-5,365
-50% -$67.4K 0.02% 76
2013
Q2 		$145K Buy
+10,730
New +$155K 0.04% 61

Other funds holding NXJ

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAPTRUST Financial Advisors's NXJ Position: Q4 2013 in Review

CAPTRUST Financial Advisors sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q4 2013, closing a stake of 5,365 shares — an estimated $68K sold.

CAPTRUST Financial Advisors first reported a position in NXJ in Q2 2013 and held it in 2 quarters. The position peaked at $145K in Q2 2013. 23 funds tracked by Wall St. Rank hold NXJ as of Q4 2013.

  • CAPTRUST Financial Advisors reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q4 2013 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 5,365 Nuveen New Jersey Quality Municipal Income Fund shares in Q4 2013, an estimated $68K.
  • CAPTRUST Financial Advisors first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q2 2013 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Nuveen New Jersey Quality Municipal Income Fund position peaked at $145K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q4 2013.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2013, filed 11 Feb 2014.