UBS Group’s Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest NJV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-8,333
Closed -$117K 9981
2020
Q4
$117K Buy
8,333
+2,027
+32% +$28.3K ﹤0.01% 5588
2020
Q3
$87K Sell
6,306
-1,482
-19% -$20K ﹤0.01% 5272
2020
Q2
$98K Sell
7,788
-1,391
-15% -$17.5K ﹤0.01% 5326
2020
Q1
$118K Buy
9,179
+642
+8% +$8.76K ﹤0.01% 5147
2019
Q4
$119K Sell
8,537
-4,036
-32% -$55.7K ﹤0.01% 5917
2019
Q3
$172K Buy
12,573
+446
+4% +$6.1K ﹤0.01% 5363
2019
Q2
$162K Sell
12,127
-2,405
-17% -$32.5K ﹤0.01% 5053
2019
Q1
$190K Buy
14,532
+666
+5% +$8.64K ﹤0.01% 4629
2018
Q4
$177K Sell
13,866
-4,004
-22% -$50K ﹤0.01% 5058
2018
Q3
$226K Sell
17,870
-758
-4% -$9.79K ﹤0.01% 4969
2018
Q2
$242K Sell
18,628
-931
-5% -$12.2K ﹤0.01% 4813
2018
Q1
$262K Sell
19,559
-940
-5% -$12.9K ﹤0.01% 4605
2017
Q4
$289K Buy
20,499
+976
+5% +$14.2K ﹤0.01% 4663
2017
Q3
$291K Buy
19,523
+843
+5% +$12.6K ﹤0.01% 4593
2017
Q2
$275K Buy
18,680
+1,057
+6% +$15.8K ﹤0.01% 4542
2017
Q1
$261K Buy
17,623
+2,098
+14% +$32.7K ﹤0.01% 4479
2016
Q4
$257K Buy
15,525
+330
+2% +$5.21K ﹤0.01% 4611
2016
Q3
$250K Buy
15,195
+1,855
+14% +$30.1K ﹤0.01% 4392
2016
Q2
$215K Buy
13,340
+2,734
+26% +$42.2K ﹤0.01% 4501
2016
Q1
$164K Buy
10,606
+1,966
+23% +$29.5K ﹤0.01% 4632
2015
Q4
$125K Sell
8,640
-3,002
-26% -$43K ﹤0.01% 5043
2015
Q3
$164K Buy
11,642
+6,717
+136% +$93.6K ﹤0.01% 4802
2015
Q2
$68K Buy
4,925
+306
+7% +$4.43K ﹤0.01% 5731
2015
Q1
$69K Buy
4,619
+24
+0.5% +$357 ﹤0.01% 5749
2014
Q4
$67K Buy
+4,595
New +$65.9K ﹤0.01% 6134

UBS Group's NJV Position: Q1 2021 in Review

UBS Group sold out of Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest (NJV) in Q1 2021, closing a stake of 8,333 shares — an estimated $117K sold.

UBS Group first reported a position in NJV in Q4 2014 and held it in 25 quarters. The position peaked at $291K in Q3 2017. 0 funds tracked by Wall St. Rank hold NJV as of Q1 2021.

  • UBS Group reported no remaining Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest position as of Q1 2021 after selling out during the quarter.
  • UBS Group sold 8,333 Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest shares in Q1 2021, an estimated $117K.
  • UBS Group first reported a position in Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest in Q4 2014 and held it in 25 quarters.
  • UBS Group's Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest position peaked at $291K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest as of Q1 2021.

Based on UBS Group's 13F filing for Q1 2021, filed 12 May 2021.