IWA
NJV

IBEX Wealth Advisors’s Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest NJV Stock Holding History

IBEX Wealth Advisors’s Portfolio NJV Stock Details NJV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-830
Closed -$11K – 438
2019
Q2 		$11K Buy
+830
New +$11.2K ﹤0.01% 322

Other funds holding NJV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

IBEX Wealth Advisors's NJV Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest (NJV) in Q3 2019, closing a stake of 830 shares — an estimated $11K sold.

IBEX Wealth Advisors first reported a position in NJV in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 14 funds tracked by Wall St. Rank hold NJV as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 830 Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest shares in Q3 2019, an estimated $11K.
  • IBEX Wealth Advisors first reported a position in Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest position peaked at $11K in Q2 2019.
  • 14 funds tracked by Wall St. Rank held Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.