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 – 550
2013
Q2 		$352K Buy
+42,846
New +$378K 0.05% 297

Other funds holding JTP

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Wells Fargo
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
U
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
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FRM
Fore Research & Management New York $90.8M AUM 2.93% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return