Creative Planning’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-6,041
Closed -$50K 4709
2016
Q1
$50K Buy
6,041
+12
+0.2% +$98 ﹤0.01% 2118
2015
Q4
$50K Sell
6,029
-3,138
-34% -$25.7K ﹤0.01% 2136
2015
Q3
$72K Buy
+9,167
New +$74.3K ﹤0.01% 1798
2015
Q2
Sell
-13,207
Closed -$113K 3882
2015
Q1
$113K Sell
13,207
-1,990
-13% -$16.9K ﹤0.01% 1510
2014
Q4
$122K Buy
15,197
+13,078
+617% +$108K ﹤0.01% 1444
2014
Q3
$17K Sell
2,119
-1,437
-40% -$12K ﹤0.01% 2654
2014
Q2
$30K Buy
3,556
+805
+29% +$6.69K ﹤0.01% 2238
2014
Q1
$22K Buy
2,751
+2,551
+1,276% +$20.2K ﹤0.01% 2318
2013
Q4
$2K Sell
200
-385
-66% -$2.93K ﹤0.01% 3156
2013
Q3
$4K Sell
585
-2,665
-82% -$20.7K ﹤0.01% 2842
2013
Q2
$27K Buy
+3,250
New +$28.7K ﹤0.01% 1752

Other funds holding JTP

Creative Planning's JTP Position: Q2 2016 in Review

Creative Planning sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q2 2016, closing a stake of 6,041 shares — an estimated $50K sold.

Creative Planning first reported a position in JTP in Q2 2013 and held it in 11 quarters. The position peaked at $122K in Q4 2014. 1 fund tracked by Wall St. Rank holds JTP as of Q2 2016.

  • Creative Planning reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 6,041 NUVEEN QUALITY PFD INCOME FD shares in Q2 2016, an estimated $50K.
  • Creative Planning first reported a position in NUVEEN QUALITY PFD INCOME FD in Q2 2013 and held it in 11 quarters.
  • Creative Planning's NUVEEN QUALITY PFD INCOME FD position peaked at $122K in Q4 2014.
  • 1 fund tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.