WAM
NXJ

Wealthspire Advisors (Maryland)’s Nuveen New Jersey Quality Municipal Income Fund NXJ Stock Holding History

Wealthspire Advisors (Maryland)’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
2016
Q3 		– Sell
-325
Closed -$5K – 1787
2016
Q2 		$5K Buy
+325
New +$4.78K ﹤0.01% 1344

Other funds holding NXJ

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NXJ Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen New Jersey Quality Municipal Income Fund (NXJ) in Q3 2016, closing a stake of 325 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in NXJ in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 46 funds tracked by Wall St. Rank hold NXJ as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Nuveen New Jersey Quality Municipal Income Fund position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 325 Nuveen New Jersey Quality Municipal Income Fund shares in Q3 2016, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Nuveen New Jersey Quality Municipal Income Fund in Q2 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Nuveen New Jersey Quality Municipal Income Fund position peaked at $5K in Q2 2016.
  • 46 funds tracked by Wall St. Rank held Nuveen New Jersey Quality Municipal Income Fund as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.