PWM
NXJ

Perigon Wealth Management’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Perigon Wealth 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
Q2 		– Sell
-11,987
Closed -$160K – 366
2020
Q1 		$160K Buy
11,987
+127
+1% +$1.83K 0.03% 300
2019
Q4 		$173K Buy
+11,860
New +$172K 0.04% 257

Other funds holding NXJ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Perigon Wealth Management's NXJ Position: Q2 2020 in Review

Perigon Wealth Management sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q2 2020, closing a stake of 11,987 shares — an estimated $160K sold.

Perigon Wealth Management first reported a position in NXJ in Q4 2019 and held it in 2 quarters. The position peaked at $173K in Q4 2019. 53 funds tracked by Wall St. Rank hold NXJ as of Q2 2020.

  • Perigon Wealth Management reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q2 2020 after selling out during the quarter.
  • Perigon Wealth Management sold 11,987 Nuveen New Jersey Quality Municipal Income Fund shares in Q2 2020, an estimated $160K.
  • Perigon Wealth Management first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2019 and held it in 2 quarters.
  • Perigon Wealth Management's Nuveen New Jersey Quality Municipal Income Fund position peaked at $173K in Q4 2019.
  • 53 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q2 2020.

Based on Perigon Wealth Management's 13F filing for Q2 2020, filed 29 Jul 2020.