BRWM
JTP

B. Riley Wealth Management’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

B. Riley Wealth Management’s Portfolio JTP Stock Details JTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,000
Closed -$8K – 1151
2014
Q3 		$8K Buy
+1,000
New +$8.34K 0.01% 840

Other funds holding JTP

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

B. Riley Wealth Management's JTP Position: Q4 2014 in Review

B. Riley Wealth Management sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q4 2014, closing a stake of 1,000 shares — an estimated $8K sold.

B. Riley Wealth Management first reported a position in JTP in Q3 2014 and held it in 1 quarter. The position peaked at $8K in Q3 2014. 72 funds tracked by Wall St. Rank hold JTP as of Q4 2014.

  • B. Riley Wealth Management reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,000 NUVEEN QUALITY PFD INCOME FD shares in Q4 2014, an estimated $8K.
  • B. Riley Wealth Management first reported a position in NUVEEN QUALITY PFD INCOME FD in Q3 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's NUVEEN QUALITY PFD INCOME FD position peaked at $8K in Q3 2014.
  • 72 funds tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.