PA
NQJ

Pinnacle Associates’s NUVEEN NJ INVT QUALITY MUNI FD NQJ Stock Holding History

Pinnacle Associates’s Portfolio NQJ Stock Details NQJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-11,850
Closed -$163K – 642
2014
Q2 		$163K Hold
11,850
– – ﹤0.01% 587
2014
Q1 		$157K Hold
11,850
– – ﹤0.01% 576
2013
Q4 		$153K Buy
+11,850
New +$150K ﹤0.01% 575

Other funds holding NQJ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Pinnacle Associates's NQJ Position: Q3 2014 in Review

Pinnacle Associates sold out of NUVEEN NJ INVT QUALITY MUNI FD (NQJ) in Q3 2014, closing a stake of 11,850 shares — an estimated $163K sold.

Pinnacle Associates first reported a position in NQJ in Q4 2013 and held it in 3 quarters. The position peaked at $163K in Q2 2014. 28 funds tracked by Wall St. Rank hold NQJ as of Q3 2014.

  • Pinnacle Associates reported no remaining NUVEEN NJ INVT QUALITY MUNI FD position as of Q3 2014 after selling out during the quarter.
  • Pinnacle Associates sold 11,850 NUVEEN NJ INVT QUALITY MUNI FD shares in Q3 2014, an estimated $163K.
  • Pinnacle Associates first reported a position in NUVEEN NJ INVT QUALITY MUNI FD in Q4 2013 and held it in 3 quarters.
  • Pinnacle Associates's NUVEEN NJ INVT QUALITY MUNI FD position peaked at $163K in Q2 2014.
  • 28 funds tracked by Wall St. Rank held NUVEEN NJ INVT QUALITY MUNI FD as of Q3 2014.

Based on Pinnacle Associates's 13F filing for Q3 2014, filed 12 Nov 2014.