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Concourse Financial Group Securities’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Concourse Financial Group Securities’s Portfolio JMM Stock Details JMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-39,811
Closed -$274K – 2309
2021
Q4 		$302K Buy
39,811
+3,534
+10% +$26.4K 0.02% 597
2021
Q3 		$273K Buy
36,277
+1,218
+3% +$9.09K 0.02% 617
2021
Q2 		$263K Buy
35,059
+1,260
+4% +$9.24K 0.02% 635
2021
Q1 		$247K Sell
33,799
-107
-0.3% -$770 0.02% 612
2020
Q4 		$244K Buy
33,906
+10,179
+43% +$72K 0.02% 566
2020
Q3 		$166K Buy
23,727
+3,718
+19% +$25.8K 0.01% 609
2020
Q2 		$139K Buy
20,009
+11,556
+137% +$75.5K 0.01% 615
2020
Q1 		$52K Sell
8,453
-38,267
-82% -$271K 0.01% 884
2019
Q4 		$346K Buy
46,720
+2,668
+6% +$19.5K 0.03% 366
2019
Q3 		$325K Buy
44,052
+22,361
+103% +$164K 0.08% 194
2019
Q2 		$159K Buy
21,691
+17,091
+372% +$122K 0.02% 535
2019
Q1 		$32K Buy
+4,600
New +$32.1K ﹤0.01% 1054

Other funds holding JMM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SCA
Strategic Capital Advisers Denver, Colorado $121M AUM 4.16% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concourse Financial Group Securities's JMM Position: Q1 2022 in Review

Concourse Financial Group Securities sold out of Nuveen Multi-Market Income Fund (JMM) in Q1 2022, closing a stake of 39,811 shares — an estimated $274K sold.

Concourse Financial Group Securities first reported a position in JMM in Q1 2019 and held it in 12 quarters. The position peaked at $346K in Q4 2019. 20 funds tracked by Wall St. Rank hold JMM as of Q1 2022.

  • Concourse Financial Group Securities reported no remaining Nuveen Multi-Market Income Fund position as of Q1 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 39,811 Nuveen Multi-Market Income Fund shares in Q1 2022, an estimated $274K.
  • Concourse Financial Group Securities first reported a position in Nuveen Multi-Market Income Fund in Q1 2019 and held it in 12 quarters.
  • Concourse Financial Group Securities's Nuveen Multi-Market Income Fund position peaked at $346K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q1 2022.

Based on Concourse Financial Group Securities's 13F filing for Q1 2022, filed 9 May 2022.