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Advocacy Wealth Management Services’s Nuveen Global High Income Fund JGH Stock Holding History

Advocacy Wealth Management Services’s Portfolio JGH Stock Details JGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-147
Closed -$3K – 238
2017
Q3 		$3K Hold
147
– – ﹤0.01% 251
2017
Q2 		$2K Hold
147
– – ﹤0.01% 264
2017
Q1 		$2K Hold
147
– – ﹤0.01% 289
2016
Q4 		$2K Hold
147
– – ﹤0.01% 278
2016
Q3 		$2K Hold
147
– – ﹤0.01% 354
2016
Q2 		$2K Sell
147
-1,765
-92% -$25.1K ﹤0.01% 375
2016
Q1 		$27K Sell
1,912
-4,759
-71% -$61.8K 0.02% 252
2015
Q4 		$92K Buy
+6,671
New +$96.4K 0.1% 126

Other funds holding JGH

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advocacy Wealth Management Services's JGH Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of Nuveen Global High Income Fund (JGH) in Q4 2017, closing a stake of 147 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in JGH in Q4 2015 and held it in 8 quarters. The position peaked at $92K in Q4 2015. 58 funds tracked by Wall St. Rank hold JGH as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining Nuveen Global High Income Fund position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 147 Nuveen Global High Income Fund shares in Q4 2017, an estimated $3K.
  • Advocacy Wealth Management Services first reported a position in Nuveen Global High Income Fund in Q4 2015 and held it in 8 quarters.
  • Advocacy Wealth Management Services's Nuveen Global High Income Fund position peaked at $92K in Q4 2015.
  • 58 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.