Curi RMB Capital’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Curi RMB Capital’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
2021 Q1	–	Sell	-203,993	Closed	-$2.93M	–	537
2020 Q4	$2.93M	Sell	203,993 -30,687	-13%	-$427K	0.11%	172
2020 Q3	$3.17M	Buy	234,680 +7,500	+3%	+$103K	0.14%	152
2020 Q2	$3.01M	Buy	+227,180	New	+$2.98M	0.13%	160
2018 Q3	–	Sell	-10,631	Closed	-$139K	–	938
2018 Q2	$139K	Sell	10,631 -9,928	-48%	-$129K	﹤0.01%	850
2018 Q1	$268K	Sell	20,559 -9,154	-31%	-$121K	0.01%	763
2017 Q4	$407K	Buy	29,713 +16,992	+134%	+$233K	0.01%	651
2017 Q3	$175K	Buy	+12,721	New	+$176K	﹤0.01%	667
2017 Q1	–	Sell	-20,364	Closed	-$268K	–	605
2016 Q4	$268K	Buy	20,364 +6,728	+49%	+$92.1K	0.01%	384
2016 Q3	$202K	Buy	+13,636	New	+$208K	0.01%	394
2016 Q1	–	Sell	-11,281	Closed	-$152K	–	451
2015 Q4	$152K	Sell	11,281 -3,880	-26%	-$50.7K	0.01%	418
2015 Q3	$194K	Buy	+15,161	New	+$194K	0.01%	416

Other funds holding NXJ

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

SIA

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJFSA

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

Curi RMB Capital's NXJ Position: Q1 2021 in Review

Curi RMB Capital sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q1 2021, closing a stake of 203,993 shares — an estimated $2.93M sold.

Curi RMB Capital first reported a position in NXJ in Q3 2015 and held it in 11 quarters. The position peaked at $3.17M in Q3 2020. 58 funds tracked by Wall St. Rank hold NXJ as of Q1 2021.

Curi RMB Capital reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q1 2021 after selling out during the quarter.
Curi RMB Capital sold 203,993 Nuveen New Jersey Quality Municipal Income Fund shares in Q1 2021, an estimated $2.93M.
Curi RMB Capital first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q3 2015 and held it in 11 quarters.
Curi RMB Capital's Nuveen New Jersey Quality Municipal Income Fund position peaked at $3.17M in Q3 2020.
58 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2021.

Based on Curi RMB Capital's 13F filing for Q1 2021, filed 12 May 2021.