Carson Wealth (CWM LLC)
JTP

Carson Wealth (CWM LLC)’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		– Sell
-665
Closed -$5K – 590
2013
Q4 		$5K Buy
+665
New +$5.06K ﹤0.01% 534

Other funds holding JTP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JTP Position: Q1 2014 in Review

Carson Wealth (CWM LLC) sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q1 2014, closing a stake of 665 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in JTP in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 67 funds tracked by Wall St. Rank hold JTP as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 665 NUVEEN QUALITY PFD INCOME FD shares in Q1 2014, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in NUVEEN QUALITY PFD INCOME FD in Q4 2013 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s NUVEEN QUALITY PFD INCOME FD position peaked at $5K in Q4 2013.
  • 67 funds tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q1 2014.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2014, filed 16 May 2014.