Howe & Rusling’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Howe & Rusling’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 Q3	–	Sell	-1,089	Closed	-$14K	–	1152
2022 Q2	$14K	Hold	1,089	–	–	﹤0.01%	482
2022 Q1	$15K	Hold	1,089	–	–	﹤0.01%	461
2021 Q4	$17K	Hold	1,089	–	–	﹤0.01%	454
2021 Q3	$17K	Hold	1,089	–	–	﹤0.01%	437
2021 Q2	$17K	Hold	1,089	–	–	﹤0.01%	421
2021 Q1	$16K	Hold	1,089	–	–	﹤0.01%	433
2020 Q4	$16K	Buy	+1,089	New	+$15.1K	﹤0.01%	429

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Howe & Rusling's NXJ Position: Q3 2022 in Review

Howe & Rusling sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q3 2022, closing a stake of 1,089 shares — an estimated $14K sold.

Howe & Rusling first reported a position in NXJ in Q4 2020 and held it in 7 quarters. The position peaked at $17K in Q4 2021. 57 funds tracked by Wall St. Rank hold NXJ as of Q3 2022.

Howe & Rusling reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q3 2022 after selling out during the quarter.
Howe & Rusling sold 1,089 Nuveen New Jersey Quality Municipal Income Fund shares in Q3 2022, an estimated $14K.
Howe & Rusling first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2020 and held it in 7 quarters.
Howe & Rusling's Nuveen New Jersey Quality Municipal Income Fund position peaked at $17K in Q4 2021.
57 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.