STA
NXJ

Summit Trail Advisors’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Summit Trail Advisors’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
2023
Q1 		– Sell
-13,923
Closed -$157K – 429
2022
Q4 		$157K Buy
+13,923
New +$156K 0.01% 370

Other funds holding NXJ

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Summit Trail Advisors's NXJ Position: Q1 2023 in Review

Summit Trail Advisors sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q1 2023, closing a stake of 13,923 shares — an estimated $157K sold.

Summit Trail Advisors first reported a position in NXJ in Q4 2022 and held it in 1 quarter. The position peaked at $157K in Q4 2022. 63 funds tracked by Wall St. Rank hold NXJ as of Q1 2023.

  • Summit Trail Advisors reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
  • Summit Trail Advisors sold 13,923 Nuveen New Jersey Quality Municipal Income Fund shares in Q1 2023, an estimated $157K.
  • Summit Trail Advisors first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q4 2022 and held it in 1 quarter.
  • Summit Trail Advisors's Nuveen New Jersey Quality Municipal Income Fund position peaked at $157K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q1 2023.

Based on Summit Trail Advisors's 13F filing for Q1 2023, filed 4 May 2023.