LCM
NXJ

Lucas Capital Management’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Lucas Capital Management’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
2020
Q1 		– Sell
-22,057
Closed -$323K – 46
2019
Q4 		$323K Buy
22,057
+208
+1% +$3.02K 0.38% 41
2019
Q3 		$316K Buy
21,849
+150
+0.7% +$2.17K 0.4% 42
2019
Q2 		$306K Buy
21,699
+153
+0.7% +$2.13K 0.36% 48
2019
Q1 		$298K Sell
21,546
-4,313
-17% -$57.7K 0.35% 48
2018
Q4 		$329K Hold
25,859
– – 0.43% 50
2018
Q3 		$332K Hold
25,859
– – 0.4% 45
2018
Q2 		$337K Buy
25,859
+1,174
+5% +$15.3K 0.32% 64
2018
Q1 		$324K Sell
24,685
-19,426
-44% -$258K 0.31% 64
2017
Q4 		$604K Buy
44,111
+215
+0.5% +$2.95K 0.52% 47
2017
Q3 		$603K Sell
43,896
-7,771
-15% -$108K 0.54% 44
2017
Q2 		$708K Buy
51,667
+6,932
+15% +$94.7K 0.51% 54
2017
Q1 		$595K Buy
44,735
+3,662
+9% +$48.6K 0.44% 59
2016
Q4 		$541K Buy
41,073
+15,882
+63% +$218K 0.39% 59
2016
Q3 		$374K Sell
25,191
-4,887
-16% -$74.5K 0.29% 70
2016
Q2 		$463K Buy
30,078
+148
+0.5% +$2.18K 0.33% 65
2016
Q1 		$424K Buy
29,930
+102
+0.3% +$1.41K 0.31% 70
2015
Q4 		$403K Buy
29,828
+218
+0.7% +$2.85K 0.26% 80
2015
Q3 		$380K Buy
29,610
+9,406
+47% +$121K 0.22% 83
2015
Q2 		$260K Buy
20,204
+700
+4% +$9.33K 0.12% 111
2015
Q1 		$268K Hold
19,504
– – 0.11% 108
2014
Q4 		$263K Buy
+19,504
New +$263K 0.1% 111

Other funds holding NXJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lucas Capital Management's NXJ Position: Q1 2020 in Review

Lucas Capital Management sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q1 2020, closing a stake of 22,057 shares — an estimated $323K sold.

Lucas Capital Management first reported a position in NXJ in Q4 2014 and held it in 21 quarters. The position peaked at $708K in Q2 2017. 54 funds tracked by Wall St. Rank hold NXJ as of Q1 2020.

  • Lucas Capital Management reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
  • Lucas Capital Management sold 22,057 Nuveen New Jersey Quality Municipal Income Fund shares in Q1 2020, an estimated $323K.
  • Lucas Capital Management first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2014 and held it in 21 quarters.
  • Lucas Capital Management's Nuveen New Jersey Quality Municipal Income Fund position peaked at $708K in Q2 2017.
  • 54 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2020.

Based on Lucas Capital Management's 13F filing for Q1 2020, filed 20 Apr 2020.