GGPS
NQJ

Gary Goldberg Planning Services’s NUVEEN NJ INVT QUALITY MUNI FD NQJ Stock Holding History

Gary Goldberg Planning Services’s Portfolio NQJ Stock Details NQJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-8,453
Closed -$109K – 371
2013
Q3 		$109K Buy
8,453
+130
+2% +$1.67K 0.07% 124
2013
Q2 		$114K Buy
+8,323
New +$122K 0.07% 108

Other funds holding NQJ

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Gary Goldberg Planning Services sold out of NUVEEN NJ INVT QUALITY MUNI FD (NQJ) in Q4 2013, closing a stake of 8,453 shares — an estimated $109K sold.

Gary Goldberg Planning Services first reported a position in NQJ in Q2 2013 and held it in 2 quarters. The position peaked at $114K in Q2 2013. 28 funds tracked by Wall St. Rank hold NQJ as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining NUVEEN NJ INVT QUALITY MUNI FD position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 8,453 NUVEEN NJ INVT QUALITY MUNI FD shares in Q4 2013, an estimated $109K.
  • Gary Goldberg Planning Services first reported a position in NUVEEN NJ INVT QUALITY MUNI FD in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's NUVEEN NJ INVT QUALITY MUNI FD position peaked at $114K in Q2 2013.
  • 28 funds tracked by Wall St. Rank held NUVEEN NJ INVT QUALITY MUNI FD as of Q4 2013.

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