EWM
NXJ

Edge Wealth Management’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Edge Wealth Management’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
2020
Q3 		– Sell
-3,700
Closed -$49K – 573
2020
Q2 		$49K Sell
3,700
-73,463
-95% -$965K 0.01% 277
2020
Q1 		$1.05M Buy
77,163
+15,823
+26% +$228K 0.23% 61
2019
Q4 		$899K Buy
61,340
+550
+0.9% +$7.98K 0.18% 75
2019
Q3 		$879K Hold
60,790
– – 0.2% 74
2019
Q2 		$857K Buy
60,790
+590
+1% +$8.21K 0.19% 75
2019
Q1 		$834K Buy
60,200
+4,245
+8% +$56.8K 0.21% 75
2018
Q4 		$713K Sell
55,955
-7,455
-12% -$94.3K 0.2% 72
2018
Q3 		$815K Sell
63,410
-19,300
-23% -$251K 0.2% 72
2018
Q2 		$1.08M Sell
82,710
-58,410
-41% -$761K 0.27% 54
2018
Q1 		$1.84M Buy
141,120
+75,155
+114% +$996K 0.49% 43
2017
Q4 		$901K Sell
65,965
-15,338
-19% -$210K 0.26% 57
2017
Q3 		$1.12M Buy
81,303
+306
+0.4% +$4.24K 0.34% 48
2017
Q2 		$1.11M Sell
80,997
-40
-0% -$546 0.35% 47
2017
Q1 		$1.08M Buy
81,037
+1,400
+2% +$18.6K 0.37% 43
2016
Q4 		$1.05M Buy
79,637
+64,877
+440% +$889K 0.4% 44
2016
Q3 		$219K Buy
14,760
+3,850
+35% +$58.7K 0.09% 103
2016
Q2 		$168K Hold
10,910
– – 0.07% 112
2016
Q1 		$154K Sell
10,910
-6,003
-35% -$83K 0.07% 111
2015
Q4 		$229K Buy
16,913
+4,100
+32% +$53.6K 0.09% 107
2015
Q3 		$164K Buy
12,813
+1,810
+16% +$23.2K 0.06% 111
2015
Q2 		$141K Hold
11,003
– – 0.05% 122
2015
Q1 		$151K Sell
11,003
-15,893
-59% -$218K 0.05% 110
2014
Q4 		$362K Buy
+26,896
New +$363K 0.13% 83

Other funds holding NXJ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Edge Wealth Management's NXJ Position: Q3 2020 in Review

Edge Wealth Management sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q3 2020, closing a stake of 3,700 shares — an estimated $49K sold.

Edge Wealth Management first reported a position in NXJ in Q4 2014 and held it in 23 quarters. The position peaked at $1.84M in Q1 2018. 57 funds tracked by Wall St. Rank hold NXJ as of Q3 2020.

  • Edge Wealth Management reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 3,700 Nuveen New Jersey Quality Municipal Income Fund shares in Q3 2020, an estimated $49K.
  • Edge Wealth Management first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2014 and held it in 23 quarters.
  • Edge Wealth Management's Nuveen New Jersey Quality Municipal Income Fund position peaked at $1.84M in Q1 2018.
  • 57 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.