LTFS
NUJ

Ladenburg Thalmann Financial Services’s NUVEEN NEW JERSEY DIV ADVTG MUNI FD 2 NUJ Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio NUJ Stock Details NUJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-380
Closed -$5K – 3973
2013
Q3 		$5K Buy
380
+5
+1% +$62 ﹤0.01% 3237
2013
Q2 		$5K Buy
+375
New +$5.47K ﹤0.01% 3102

Other funds holding NUJ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TC
TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ladenburg Thalmann Financial Services's NUJ Position: Q4 2013 in Review

Ladenburg Thalmann Financial Services sold out of NUVEEN NEW JERSEY DIV ADVTG MUNI FD 2 (NUJ) in Q4 2013, closing a stake of 380 shares — an estimated $5K sold.

Ladenburg Thalmann Financial Services first reported a position in NUJ in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 16 funds tracked by Wall St. Rank hold NUJ as of Q4 2013.

  • Ladenburg Thalmann Financial Services reported no remaining NUVEEN NEW JERSEY DIV ADVTG MUNI FD 2 position as of Q4 2013 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 380 NUVEEN NEW JERSEY DIV ADVTG MUNI FD 2 shares in Q4 2013, an estimated $5K.
  • Ladenburg Thalmann Financial Services first reported a position in NUVEEN NEW JERSEY DIV ADVTG MUNI FD 2 in Q2 2013 and held it in 2 quarters.
  • Ladenburg Thalmann Financial Services's NUVEEN NEW JERSEY DIV ADVTG MUNI FD 2 position peaked at $5K in Q3 2013.
  • 16 funds tracked by Wall St. Rank held NUVEEN NEW JERSEY DIV ADVTG MUNI FD 2 as of Q4 2013.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2013, filed 14 Feb 2014.