BW
JPW

Boaz Weinstein’s Nuveen Flexible Invstment Fd JPW Stock Holding History

Boaz Weinstein’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
Q2 		– Sell
-33,407
Closed -$573K – 245
2014
Q1 		$573K Buy
33,407
+19,792
+145% +$334K 0.03% 182
2013
Q4 		$224K Buy
13,615
+900
+7% +$14.9K 0.01% 190
2013
Q3 		$211K Buy
+12,715
New +$229K 0.02% 152

Other funds holding JPW

MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AWA
ARS Wealth Advisors St. Petersburg, Florida $556M AUM 30.03% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Boaz Weinstein's JPW Position: Q2 2014 in Review

Boaz Weinstein sold out of Nuveen Flexible Invstment Fd (JPW) in Q2 2014, closing a stake of 33,407 shares — an estimated $573K sold.

Boaz Weinstein first reported a position in JPW in Q3 2013 and held it in 3 quarters. The position peaked at $573K in Q1 2014. 14 funds tracked by Wall St. Rank hold JPW as of Q2 2014.

  • Boaz Weinstein reported no remaining Nuveen Flexible Invstment Fd position as of Q2 2014 after selling out during the quarter.
  • Boaz Weinstein sold 33,407 Nuveen Flexible Invstment Fd shares in Q2 2014, an estimated $573K.
  • Boaz Weinstein first reported a position in Nuveen Flexible Invstment Fd in Q3 2013 and held it in 3 quarters.
  • Boaz Weinstein's Nuveen Flexible Invstment Fd position peaked at $573K in Q1 2014.
  • 14 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q2 2014.

Based on Saba Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.