BI
JPW

Bulldog Investors’s Nuveen Flexible Invstment Fd JPW Stock Holding History

Bulldog Investors’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
-26,943
Closed -$472K – 74
2014
Q3 		$472K Buy
+26,943
New +$493K 0.19% 42

Other funds holding JPW

DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
DCM
Dialectic Capital Management Norwalk, Connecticut $155M AUM 59.34% 1-Year Est. Return
Morgan Stanley
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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Bulldog Investors's JPW Position: Q4 2014 in Review

Bulldog Investors sold out of Nuveen Flexible Invstment Fd (JPW) in Q4 2014, closing a stake of 26,943 shares — an estimated $472K sold.

Bulldog Investors first reported a position in JPW in Q3 2014 and held it in 1 quarter. The position peaked at $472K in Q3 2014. 13 funds tracked by Wall St. Rank hold JPW as of Q4 2014.

  • Bulldog Investors reported no remaining Nuveen Flexible Invstment Fd position as of Q4 2014 after selling out during the quarter.
  • Bulldog Investors sold 26,943 Nuveen Flexible Invstment Fd shares in Q4 2014, an estimated $472K.
  • Bulldog Investors first reported a position in Nuveen Flexible Invstment Fd in Q3 2014 and held it in 1 quarter.
  • Bulldog Investors's Nuveen Flexible Invstment Fd position peaked at $472K in Q3 2014.
  • 13 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q4 2014.

Based on Bulldog Investors's 13F filing for Q4 2014, filed 12 Feb 2015.