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

Point View 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 Q4	$306K	Sell	21,272 -7,381	-26%	-$103K	0.12%	204
2020 Q3	$388K	Sell	28,653 -742	-3%	-$10.2K	0.18%	159
2020 Q2	$390K	Sell	29,395 -7,448	-20%	-$97.8K	0.19%	162
2020 Q1	$495K	Sell	36,843 -7,261	-16%	-$105K	0.27%	120
2019 Q4	$647K	Sell	44,104 -1,595	-3%	-$23.1K	0.27%	126
2019 Q3	$661K	Sell	45,699 -10,720	-19%	-$155K	0.3%	111
2019 Q2	$796K	Hold	56,419	–	–	0.34%	98
2019 Q1	$781K	Sell	56,419 -1,468	-3%	-$19.6K	0.35%	102
2018 Q4	$737K	Sell	57,887 -11,568	-17%	-$146K	0.37%	97
2018 Q3	$892K	Buy	69,455 +1,953	+3%	+$25.4K	0.4%	84
2018 Q2	$881K	Sell	67,502 -7,564	-10%	-$98.5K	0.41%	84
2018 Q1	$980K	Sell	75,066 -1,147	-2%	-$15.2K	0.47%	70
2017 Q4	$1.04M	Hold	76,213	–	–	0.5%	66
2017 Q3	$1.05M	Sell	76,213 -1,348	-2%	-$18.7K	0.5%	64
2017 Q2	$1.06M	Sell	77,561 -603	-0.8%	-$8.23K	0.52%	66
2017 Q1	$1.04M	Buy	78,164 +6,230	+9%	+$82.6K	0.54%	64
2016 Q4	$947K	Buy	71,934 +4,204	+6%	+$57.6K	0.55%	59
2016 Q3	$1M	Sell	67,730 -2,415	-3%	-$36.8K	0.6%	49
2016 Q2	$1.08M	Sell	70,145 -52	-0.1%	-$765	0.65%	41
2016 Q1	$993K	Buy	70,197 +8,214	+13%	+$114K	0.64%	45
2015 Q4	$837K	Buy	61,983 +5,699	+10%	+$74.5K	0.6%	51
2015 Q3	$722K	Sell	56,284 -6,686	-11%	-$85.8K	0.58%	63
2015 Q2	$809K	Buy	62,970 +2,612	+4%	+$34.8K	0.63%	54
2015 Q1	$828K	Sell	60,358 -3,242	-5%	-$44.5K	0.64%	54
2014 Q4	$857K	Buy	63,600 +29,936	+89%	+$404K	0.64%	46
2014 Q3	$452K	Buy	33,664 +1,536	+5%	+$20.7K	0.38%	95
2014 Q2	$437K	Sell	32,128 -2,364	-7%	-$32.1K	0.38%	97
2014 Q1	$457K	Buy	34,492 +19,935	+137%	+$259K	0.42%	85
2013 Q4	$182K	Buy	+14,557	New	+$181K	0.17%	160

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

Point View Wealth Management's NXJ Position: Q4 2020 in Review

Point View Wealth Management reduced its Nuveen New Jersey Quality Municipal Income Fund (NXJ) stake by 26% in Q4 2020, selling an estimated $103K and leaving 21,272 shares worth $306K. The position accounts for 0.12% of the portfolio, ranked #204.

Point View Wealth Management first reported a position in NXJ in Q4 2013 and has held it in 29 quarters since. The position peaked at $1.08M in Q2 2016. 59 funds tracked by Wall St. Rank hold NXJ as of Q4 2020.

Point View Wealth Management held 21,272 shares of Nuveen New Jersey Quality Municipal Income Fund worth $306K as of Q4 2020.
Point View Wealth Management sold 7,381 Nuveen New Jersey Quality Municipal Income Fund shares in Q4 2020, an estimated $103K.
Nuveen New Jersey Quality Municipal Income Fund made up 0.12% of Point View Wealth Management's portfolio in Q4 2020, its #204 holding.
Point View Wealth Management first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2013 and has held it in 29 quarters since.
Point View Wealth Management's Nuveen New Jersey Quality Municipal Income Fund position peaked at $1.08M in Q2 2016.
59 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.