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

Next 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 Q4	–	Sell	-50,100	Closed	-$678K	–	114
2020 Q3	$678K	Hold	50,100	–	–	0.45%	46
2020 Q2	$664K	Hold	50,100	–	–	0.47%	44
2020 Q1	$673K	Sell	50,100 -1,370	-3%	-$19.8K	0.54%	40
2019 Q4	$755K	Buy	51,470 +21,427	+71%	+$311K	0.54%	40
2019 Q3	$435K	Buy	30,043 +12,493	+71%	+$181K	0.29%	58
2019 Q2	$247K	Buy	+17,550	New	+$244K	0.17%	73

Other funds holding NXJ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 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

Next Capital Management's NXJ Position: Q4 2020 in Review

Next Capital Management sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q4 2020, closing a stake of 50,100 shares — an estimated $678K sold.

Next Capital Management first reported a position in NXJ in Q2 2019 and held it in 6 quarters. The position peaked at $755K in Q4 2019. 59 funds tracked by Wall St. Rank hold NXJ as of Q4 2020.

Next Capital Management reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q4 2020 after selling out during the quarter.
Next Capital Management sold 50,100 Nuveen New Jersey Quality Municipal Income Fund shares in Q4 2020, an estimated $678K.
Next Capital Management first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q2 2019 and held it in 6 quarters.
Next Capital Management's Nuveen New Jersey Quality Municipal Income Fund position peaked at $755K in Q4 2019.
59 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q4 2020.

Based on Next Capital Management's 13F filing for Q4 2020, filed 27 Jan 2021.