Creative Planning
JMM icon

Creative Planning’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Creative Planning’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
2015
Q1 		– Sell
-1,000
Closed -$8K – 4312
2014
Q4 		$8K Buy
+1,000
New +$7.62K ﹤0.01% 3233

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
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Creative Planning's JMM Position: Q1 2015 in Review

Creative Planning sold out of Nuveen Multi-Market Income Fund (JMM) in Q1 2015, closing a stake of 1,000 shares — an estimated $8K sold.

Creative Planning first reported a position in JMM in Q4 2014 and held it in 1 quarter. The position peaked at $8K in Q4 2014. 24 funds tracked by Wall St. Rank hold JMM as of Q1 2015.

  • Creative Planning reported no remaining Nuveen Multi-Market Income Fund position as of Q1 2015 after selling out during the quarter.
  • Creative Planning sold 1,000 Nuveen Multi-Market Income Fund shares in Q1 2015, an estimated $8K.
  • Creative Planning first reported a position in Nuveen Multi-Market Income Fund in Q4 2014 and held it in 1 quarter.
  • Creative Planning's Nuveen Multi-Market Income Fund position peaked at $8K in Q4 2014.
  • 24 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q1 2015.

Based on Creative Planning's 13F filing for Q1 2015, filed 13 Apr 2015.