DA
NXJ

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

Doliver 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
2018
Q3 		– Sell
-23,437
Closed -$306K – 285
2018
Q2 		$306K Sell
23,437
-9,091
-28% -$118K 0.13% 113
2018
Q1 		$424K Sell
32,528
-28,928
-47% -$384K 0.18% 94
2017
Q4 		$842K Buy
61,456
+4,127
+7% +$56.6K 0.34% 39
2017
Q3 		$787K Buy
57,329
+14,798
+35% +$205K 0.35% 66
2017
Q2 		$583K Buy
42,531
+10,962
+35% +$150K 0.28% 81
2017
Q1 		$420K Buy
31,569
+3,500
+12% +$46.4K 0.33% 100
2016
Q4 		$369K Sell
28,069
-15,695
-36% -$215K 0.31% 108
2016
Q3 		$649K Buy
+43,764
New +$667K 0.55% 59
2015
Q4 		– Sell
-40,864
Closed -$524K – 205
2015
Q3 		$524K Sell
40,864
-33,030
-45% -$424K 0.39% 81
2015
Q2 		$950K Sell
73,894
-3,661
-5% -$48.8K 0.63% 47
2015
Q1 		$1.85M Sell
77,555
-96,202
-55% -$1.32M 1.19% 11
2014
Q4 		$2.34M Buy
173,757
+122,099
+236% +$1.65M 1.63% 7
2014
Q3 		$694K Buy
51,658
+17,138
+50% +$231K 0.48% 72
2014
Q2 		$469K Sell
34,520
-20,082
-37% -$273K 0.41% 98
2014
Q1 		$723K Sell
54,602
-5,127
-9% -$66.6K 0.48% 72
2013
Q4 		$745K Buy
59,729
+22,978
+63% +$286K 0.48% 65
2013
Q3 		$463K Sell
36,751
-24,751
-40% -$311K 0.28% 141
2013
Q2 		$831K Buy
+61,502
New +$886K 0.49% 34

Other funds holding NXJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Doliver Advisors's NXJ Position: Q3 2018 in Review

Doliver Advisors sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q3 2018, closing a stake of 23,437 shares — an estimated $306K sold.

Doliver Advisors first reported a position in NXJ in Q2 2013 and held it in 18 quarters. The position peaked at $2.34M in Q4 2014. 54 funds tracked by Wall St. Rank hold NXJ as of Q3 2018.

  • Doliver Advisors reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q3 2018 after selling out during the quarter.
  • Doliver Advisors sold 23,437 Nuveen New Jersey Quality Municipal Income Fund shares in Q3 2018, an estimated $306K.
  • Doliver Advisors first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q2 2013 and held it in 18 quarters.
  • Doliver Advisors's Nuveen New Jersey Quality Municipal Income Fund position peaked at $2.34M in Q4 2014.
  • 54 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q3 2018.

Based on Doliver Advisors's 13F filing for Q3 2018, filed 2 Nov 2018.