GGPS
NNJ

Gary Goldberg Planning Services’s NUVEEN (NJ)PREM INCM MUNI FUND NNJ Stock Holding History

Gary Goldberg Planning Services’s Portfolio NNJ Stock Details NNJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-7,499
Closed -$101K – 370
2013
Q3 		$101K Buy
7,499
+116
+2% +$1.56K 0.06% 131
2013
Q2 		$106K Buy
+7,383
New +$113K 0.07% 113

Other funds holding NNJ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gary Goldberg Planning Services's NNJ Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of NUVEEN (NJ)PREM INCM MUNI FUND (NNJ) in Q4 2013, closing a stake of 7,499 shares — an estimated $101K sold.

Gary Goldberg Planning Services first reported a position in NNJ in Q2 2013 and held it in 2 quarters. The position peaked at $106K in Q2 2013. 24 funds tracked by Wall St. Rank hold NNJ as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining NUVEEN (NJ)PREM INCM MUNI FUND position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 7,499 NUVEEN (NJ)PREM INCM MUNI FUND shares in Q4 2013, an estimated $101K.
  • Gary Goldberg Planning Services first reported a position in NUVEEN (NJ)PREM INCM MUNI FUND in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's NUVEEN (NJ)PREM INCM MUNI FUND position peaked at $106K in Q2 2013.
  • 24 funds tracked by Wall St. Rank held NUVEEN (NJ)PREM INCM MUNI FUND as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.