Creative Planning’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Creative Planning’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
2017 Q3	–	Sell	-358	Closed	-$5K	–	3110
2017 Q2	$5K	Hold	358	–	–	﹤0.01%	3997
2017 Q1	$5K	Sell	358 -481	-57%	-$6.38K	﹤0.01%	3963
2016 Q4	$11K	Sell	839 -2,555	-75%	-$35K	﹤0.01%	3491
2016 Q3	$50K	Buy	3,394 +1,976	+139%	+$30.1K	﹤0.01%	2363
2016 Q2	$22K	Buy	1,418 +246	+21%	+$3.62K	﹤0.01%	2728
2016 Q1	$17K	Buy	1,172 +333	+40%	+$4.6K	﹤0.01%	2872
2015 Q4	$11K	Hold	839	–	–	﹤0.01%	3249
2015 Q3	$11K	Buy	+839	New	+$10.8K	﹤0.01%	3153
2015 Q2	–	Sell	-1,823	Closed	-$25K	–	2386
2015 Q1	$25K	Hold	1,823	–	–	﹤0.01%	2558
2014 Q4	$25K	Buy	+1,823	New	+$24.6K	﹤0.01%	2498

Other funds holding NXJ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Creative Planning's NXJ Position: Q3 2017 in Review

Creative Planning sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q3 2017, closing a stake of 358 shares — an estimated $5K sold.

Creative Planning first reported a position in NXJ in Q4 2014 and held it in 10 quarters. The position peaked at $50K in Q3 2016. 44 funds tracked by Wall St. Rank hold NXJ as of Q3 2017.

Creative Planning reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 358 Nuveen New Jersey Quality Municipal Income Fund shares in Q3 2017, an estimated $5K.
Creative Planning first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2014 and held it in 10 quarters.
Creative Planning's Nuveen New Jersey Quality Municipal Income Fund position peaked at $50K in Q3 2016.
44 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.