Concert Wealth Management’s Nuveen Global High Income Fund JGH Stock Holding History

Concert Wealth Management’s Portfolio JGH Stock Details JGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-27,912	Closed	-$438K	–	738
2016 Q3	$438K	Sell	27,912 -7,583	-21%	-$116K	0.05%	401
2016 Q2	$511K	Buy	+35,495	New	+$504K	0.07%	340

Other funds holding JGH

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's JGH Position: Q4 2016 in Review

Concert Wealth Management sold out of Nuveen Global High Income Fund (JGH) in Q4 2016, closing a stake of 27,912 shares — an estimated $438K sold.

Concert Wealth Management first reported a position in JGH in Q2 2016 and held it in 2 quarters. The position peaked at $511K in Q2 2016. 54 funds tracked by Wall St. Rank hold JGH as of Q4 2016.

Concert Wealth Management reported no remaining Nuveen Global High Income Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 27,912 Nuveen Global High Income Fund shares in Q4 2016, an estimated $438K.
Concert Wealth Management first reported a position in Nuveen Global High Income Fund in Q2 2016 and held it in 2 quarters.
Concert Wealth Management's Nuveen Global High Income Fund position peaked at $511K in Q2 2016.
54 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.