AWA
JGV

Arete Wealth Advisors’s NUVEEN GLOBAL EQUITY INCOME FUND JGV Stock Holding History

Arete Wealth Advisors’s Portfolio JGV Stock Details JGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-14,250
Closed -$184K – 170
2015
Q1 		$184K Hold
14,250
– – 0.12% 135
2014
Q4 		$185K Buy
14,250
+1,000
+8% +$12.9K 0.13% 122
2014
Q3 		$178K Buy
+13,250
New +$188K 0.13% 114

Other funds holding JGV

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arete Wealth Advisors's JGV Position: Q2 2015 in Review

Arete Wealth Advisors sold out of NUVEEN GLOBAL EQUITY INCOME FUND (JGV) in Q2 2015, closing a stake of 14,250 shares — an estimated $184K sold.

Arete Wealth Advisors first reported a position in JGV in Q3 2014 and held it in 3 quarters. The position peaked at $185K in Q4 2014. 36 funds tracked by Wall St. Rank hold JGV as of Q2 2015.

  • Arete Wealth Advisors reported no remaining NUVEEN GLOBAL EQUITY INCOME FUND position as of Q2 2015 after selling out during the quarter.
  • Arete Wealth Advisors sold 14,250 NUVEEN GLOBAL EQUITY INCOME FUND shares in Q2 2015, an estimated $184K.
  • Arete Wealth Advisors first reported a position in NUVEEN GLOBAL EQUITY INCOME FUND in Q3 2014 and held it in 3 quarters.
  • Arete Wealth Advisors's NUVEEN GLOBAL EQUITY INCOME FUND position peaked at $185K in Q4 2014.
  • 36 funds tracked by Wall St. Rank held NUVEEN GLOBAL EQUITY INCOME FUND as of Q2 2015.

Based on Arete Wealth Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.