ARS Wealth Advisors’s Nuveen Flexible Invstment Fd JPW Stock Holding History

ARS Wealth Advisors’s Portfolio JPW Stock Details JPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-12,000	Closed	-$210K	–	81
2014 Q3	$210K	Sell	12,000 -3,000	-20%	-$54.9K	0.1%	66
2014 Q2	$282K	Buy	+15,000	New	+$269K	0.14%	50

Other funds holding JPW

DFIM

Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM

MIG

Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

DCM

Dialectic Capital Management Norwalk, Connecticut $155M AUM 59.34% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

ARS Wealth Advisors's JPW Position: Q4 2014 in Review

ARS Wealth Advisors sold out of Nuveen Flexible Invstment Fd (JPW) in Q4 2014, closing a stake of 12,000 shares — an estimated $210K sold.

ARS Wealth Advisors first reported a position in JPW in Q2 2014 and held it in 2 quarters. The position peaked at $282K in Q2 2014. 13 funds tracked by Wall St. Rank hold JPW as of Q4 2014.

ARS Wealth Advisors reported no remaining Nuveen Flexible Invstment Fd position as of Q4 2014 after selling out during the quarter.
ARS Wealth Advisors sold 12,000 Nuveen Flexible Invstment Fd shares in Q4 2014, an estimated $210K.
ARS Wealth Advisors first reported a position in Nuveen Flexible Invstment Fd in Q2 2014 and held it in 2 quarters.
ARS Wealth Advisors's Nuveen Flexible Invstment Fd position peaked at $282K in Q2 2014.
13 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q4 2014.

Based on ARS Wealth Advisors's 13F filing for Q4 2014, filed 11 Jun 2021.