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

Wealth Quarterback’s Portfolio NJV Stock Details NJV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,256	Closed	-$16.1K	–	922
2020 Q1	$16.1K	Buy	1,256 +6	+0.5%	+$82	0.01%	384
2019 Q4	$17.5K	Buy	+1,250	New	+$17.2K	0.02%	384

Other funds holding NJV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Quarterback's NJV Position: Q2 2020 in Review

Wealth Quarterback sold out of Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest (NJV) in Q2 2020, closing a stake of 1,256 shares — an estimated $16.1K sold.

Wealth Quarterback first reported a position in NJV in Q4 2019 and held it in 2 quarters. The position peaked at $17.5K in Q4 2019. 11 funds tracked by Wall St. Rank hold NJV as of Q2 2020.

Wealth Quarterback reported no remaining Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest position as of Q2 2020 after selling out during the quarter.
Wealth Quarterback sold 1,256 Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest shares in Q2 2020, an estimated $16.1K.
Wealth Quarterback first reported a position in Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest in Q4 2019 and held it in 2 quarters.
Wealth Quarterback's Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest position peaked at $17.5K in Q4 2019.
11 funds tracked by Wall St. Rank held Nuveen New Jersey Municipal Value Fund Common shares of beneficial interest as of Q2 2020.

Based on Wealth Quarterback's 13F filing for Q2 2020, filed 17 Aug 2020.