FineMark National Bank & Trust’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-4,764	Closed	-$63K	–	789
2016 Q4	$63K	Hold	4,764	–	–	0.01%	577
2016 Q3	$71K	Hold	4,764	–	–	0.01%	538
2016 Q2	$73K	Hold	4,764	–	–	0.01%	513
2016 Q1	$67K	Hold	4,764	–	–	0.01%	506
2015 Q4	$64K	Hold	4,764	–	–	0.01%	539
2015 Q3	$61K	Hold	4,764	–	–	0.01%	569
2015 Q2	$61K	Hold	4,764	–	–	0.01%	607
2015 Q1	$65K	Hold	4,764	–	–	0.01%	593
2014 Q4	$64K	Buy	+4,764	New	+$64.2K	0.01%	595

Other funds holding NXJ

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

SIA

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

RJFSA

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

FineMark National Bank & Trust's NXJ Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q1 2017, closing a stake of 4,764 shares — an estimated $63K sold.

FineMark National Bank & Trust first reported a position in NXJ in Q4 2014 and held it in 9 quarters. The position peaked at $73K in Q2 2016. 45 funds tracked by Wall St. Rank hold NXJ as of Q1 2017.

FineMark National Bank & Trust reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 4,764 Nuveen New Jersey Quality Municipal Income Fund shares in Q1 2017, an estimated $63K.
FineMark National Bank & Trust first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2014 and held it in 9 quarters.
FineMark National Bank & Trust's Nuveen New Jersey Quality Municipal Income Fund position peaked at $73K in Q2 2016.
45 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.