Next Financial Group’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Next Financial Group’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	-800	Closed	-$12K	–	2323
2019 Q4	$12K	Hold	800	–	–	﹤0.01%	1711
2019 Q3	$12K	Buy	+800	New	+$11.6K	﹤0.01%	1645
2017 Q4	–	Sell	-200	Closed	-$3K	–	1022
2017 Q3	$3K	Sell	200 -1,000	-83%	-$13.9K	﹤0.01%	1549
2017 Q2	$16K	Hold	1,200	–	–	﹤0.01%	1162
2017 Q1	$16K	Buy	1,200 +1,000	+500%	+$13.3K	﹤0.01%	1120
2016 Q4	$3K	Hold	200	–	–	﹤0.01%	2093
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	2082
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	1524
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	1554
2015 Q4	$2K	Hold	200	–	–	﹤0.01%	1602
2015 Q3	$2K	Hold	200	–	–	﹤0.01%	1630
2015 Q2	$2K	Hold	200	–	–	﹤0.01%	1683
2015 Q1	$2K	Hold	200	–	–	﹤0.01%	1699
2014 Q4	$3K	Buy	+200	New	+$2.7K	﹤0.01%	1651

Other funds holding NXJ

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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Next Financial Group's NXJ Position: Q1 2020 in Review

Next Financial Group sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q1 2020, closing a stake of 800 shares — an estimated $12K sold.

Next Financial Group first reported a position in NXJ in Q4 2014 and held it in 14 quarters. The position peaked at $16K in Q2 2017. 54 funds tracked by Wall St. Rank hold NXJ as of Q1 2020.

Next Financial Group reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 800 Nuveen New Jersey Quality Municipal Income Fund shares in Q1 2020, an estimated $12K.
Next Financial Group first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2014 and held it in 14 quarters.
Next Financial Group's Nuveen New Jersey Quality Municipal Income Fund position peaked at $16K in Q2 2017.
54 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.