Creative Planning’s Nuveen Global High Income Fund JGH Stock Holding History

Creative Planning’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
2023 Q4	–	Sell	-337	Closed	-$3.86K	–	2925
2023 Q3	$3.86K	Buy	+337	New	+$3.87K	﹤0.01%	2751
2019 Q1	–	Sell	-20,685	Closed	-$282K	–	2044
2018 Q4	$282K	Buy	+20,685	New	+$301K	﹤0.01%	1269
2017 Q2	–	Sell	-1,242	Closed	-$20K	–	4719
2017 Q1	$20K	Buy	1,242 +507	+69%	+$8.31K	﹤0.01%	3129
2016 Q4	$12K	Sell	735 -277	-27%	-$4.29K	﹤0.01%	3418
2016 Q3	$16K	Buy	1,012 +277	+38%	+$4.25K	﹤0.01%	3205
2016 Q2	$11K	Hold	735	–	–	﹤0.01%	3180
2016 Q1	$10K	Sell	735 -2,238	-75%	-$29.1K	﹤0.01%	3226
2015 Q4	$41K	Buy	+2,973	New	+$42.9K	﹤0.01%	2276
2015 Q2	–	Sell	-588	Closed	-$10K	–	2078
2015 Q1	$10K	Buy	588 +265	+82%	+$4.52K	﹤0.01%	3189
2014 Q4	$6K	Buy	+323	New	+$5.72K	﹤0.01%	3402

Other funds holding JGH

MGAM

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Creative Planning's JGH Position: Q4 2023 in Review

Creative Planning sold out of Nuveen Global High Income Fund (JGH) in Q4 2023, closing a stake of 337 shares — an estimated $3.86K sold.

Creative Planning first reported a position in JGH in Q4 2014 and held it in 10 quarters. The position peaked at $282K in Q4 2018. 49 funds tracked by Wall St. Rank hold JGH as of Q4 2023.

Creative Planning reported no remaining Nuveen Global High Income Fund position as of Q4 2023 after selling out during the quarter.
Creative Planning sold 337 Nuveen Global High Income Fund shares in Q4 2023, an estimated $3.86K.
Creative Planning first reported a position in Nuveen Global High Income Fund in Q4 2014 and held it in 10 quarters.
Creative Planning's Nuveen Global High Income Fund position peaked at $282K in Q4 2018.
49 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.