CWM
JTP

Concert Wealth Management’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

Concert 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
2013
Q3 		– Sell
-42,846
Closed -$352K – 547
2013
Q2 		$352K Buy
+42,846
New +$378K 0.05% 297

Other funds holding JTP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
FRM
Fore Research & Management New York $221M AUM 2.93% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Concert Wealth Management's JTP Position: Q3 2013 in Review

Concert Wealth Management sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q3 2013, closing a stake of 42,846 shares — an estimated $352K sold.

Concert Wealth Management first reported a position in JTP in Q2 2013 and held it in 1 quarter. The position peaked at $352K in Q2 2013. 70 funds tracked by Wall St. Rank hold JTP as of Q3 2013.

  • Concert Wealth Management reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q3 2013 after selling out during the quarter.
  • Concert Wealth Management sold 42,846 NUVEEN QUALITY PFD INCOME FD shares in Q3 2013, an estimated $352K.
  • Concert Wealth Management first reported a position in NUVEEN QUALITY PFD INCOME FD in Q2 2013 and held it in 1 quarter.
  • Concert Wealth Management's NUVEEN QUALITY PFD INCOME FD position peaked at $352K in Q2 2013.
  • 70 funds tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q3 2013.

Based on Concert Wealth Management's 13F filing for Q3 2013, filed 12 Nov 2013.