U
NQJ

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

UBS’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 		$903K Buy
67,730
+13,511
+25% +$182K ﹤0.01% 3692
2014
Q2 		$744K Sell
54,219
-12,774
-19% -$174K ﹤0.01% 3838
2014
Q1 		$889K Buy
66,993
+10,983
+20% +$144K ﹤0.01% 3602
2013
Q4 		$722K Buy
56,010
+5,158
+10% +$65.5K ﹤0.01% 3913
2013
Q3 		$655K Buy
50,852
+6,603
+15% +$84.8K ﹤0.01% 3828
2013
Q2 		$606K Buy
+44,249
New +$648K ﹤0.01% 3900

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
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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

UBS's NQJ Position: Q3 2014 in Review

UBS increased its NUVEEN NJ INVT QUALITY MUNI FD (NQJ) stake by 25% in Q3 2014, buying an estimated $182K and bringing the position to 67,730 shares worth $903K. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

UBS first reported a position in NQJ in Q2 2013 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold NQJ as of Q3 2014.

  • UBS held 67,730 shares of NUVEEN NJ INVT QUALITY MUNI FD worth $903K as of Q3 2014.
  • UBS bought 13,511 NUVEEN NJ INVT QUALITY MUNI FD shares in Q3 2014, an estimated $182K.
  • NUVEEN NJ INVT QUALITY MUNI FD made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3692 holding.
  • UBS first reported a position in NUVEEN NJ INVT QUALITY MUNI FD in Q2 2013 and has held it in 6 quarters since.
  • 28 funds tracked by Wall St. Rank held NUVEEN NJ INVT QUALITY MUNI FD as of Q3 2014.

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