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

Family 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
2022 Q1	–	Sell	-31,688	Closed	-$487K	–	181
2021 Q4	$487K	Hold	31,688	–	–	0.13%	105
2021 Q3	$489K	Hold	31,688	–	–	0.13%	106
2021 Q2	$494K	Hold	31,688	–	–	0.13%	110
2021 Q1	$459K	Hold	31,688	–	–	0.14%	98
2020 Q4	$455K	Buy	+31,688	New	+$441K	0.16%	97

Other funds holding NXJ

SIA

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

RCM

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Family Management's NXJ Position: Q1 2022 in Review

Family Management sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q1 2022, closing a stake of 31,688 shares — an estimated $487K sold.

Family Management first reported a position in NXJ in Q4 2020 and held it in 5 quarters. The position peaked at $494K in Q2 2021. 60 funds tracked by Wall St. Rank hold NXJ as of Q1 2022.

Family Management reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q1 2022 after selling out during the quarter.
Family Management sold 31,688 Nuveen New Jersey Quality Municipal Income Fund shares in Q1 2022, an estimated $487K.
Family Management first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2020 and held it in 5 quarters.
Family Management's Nuveen New Jersey Quality Municipal Income Fund position peaked at $494K in Q2 2021.
60 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2022.

Based on Family Management's 13F filing for Q1 2022, filed 16 May 2022.