Edge Wealth Management’s NUVEEN NJ INVT QUALITY MUNI FD NQJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-24,400
Closed -$324K 457
2014
Q3
$324K Sell
24,400
-7,918
-25% -$106K 0.12% 78
2014
Q2
$444K Hold
32,318
0.18% 67
2014
Q1
$429K Buy
32,318
+3,000
+10% +$39.3K 0.18% 66
2013
Q4
$377K Sell
29,318
-739
-2% -$9.38K 0.17% 61
2013
Q3
$387K Buy
30,057
+6,000
+25% +$77K 0.24% 53
2013
Q2
$327K Buy
+24,057
New +$352K 0.22% 48

Edge Wealth Management's NQJ Position: Q4 2014 in Review

Edge Wealth Management sold out of NUVEEN NJ INVT QUALITY MUNI FD (NQJ) in Q4 2014, closing a stake of 24,400 shares — an estimated $324K sold.

Edge Wealth Management first reported a position in NQJ in Q2 2013 and held it in 6 quarters. The position peaked at $444K in Q2 2014. 0 funds tracked by Wall St. Rank hold NQJ as of Q4 2014.

  • Edge Wealth Management reported no remaining NUVEEN NJ INVT QUALITY MUNI FD position as of Q4 2014 after selling out during the quarter.
  • Edge Wealth Management sold 24,400 NUVEEN NJ INVT QUALITY MUNI FD shares in Q4 2014, an estimated $324K.
  • Edge Wealth Management first reported a position in NUVEEN NJ INVT QUALITY MUNI FD in Q2 2013 and held it in 6 quarters.
  • Edge Wealth Management's NUVEEN NJ INVT QUALITY MUNI FD position peaked at $444K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held NUVEEN NJ INVT QUALITY MUNI FD as of Q4 2014.

Based on Edge Wealth Management's 13F filing for Q4 2014, filed 12 Jan 2015.