D.A. Davidson & Co’s Nuveen Flexible Invstment Fd JPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-1,056
Closed -$17K 2524
2017
Q1
$17K Hold
1,056
﹤0.01% 1883
2016
Q4
$17K Hold
1,056
﹤0.01% 1984
2016
Q3
$18K Buy
+1,056
New +$17.7K ﹤0.01% 1893

D.A. Davidson & Co's JPW Position: Q2 2017 in Review

D.A. Davidson & Co sold out of Nuveen Flexible Invstment Fd (JPW) in Q2 2017, closing a stake of 1,056 shares — an estimated $17K sold.

D.A. Davidson & Co first reported a position in JPW in Q3 2016 and held it in 3 quarters. The position peaked at $18K in Q3 2016. 0 funds tracked by Wall St. Rank hold JPW as of Q2 2017.

  • D.A. Davidson & Co reported no remaining Nuveen Flexible Invstment Fd position as of Q2 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,056 Nuveen Flexible Invstment Fd shares in Q2 2017, an estimated $17K.
  • D.A. Davidson & Co first reported a position in Nuveen Flexible Invstment Fd in Q3 2016 and held it in 3 quarters.
  • D.A. Davidson & Co's Nuveen Flexible Invstment Fd position peaked at $18K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q2 2017.

Based on D.A. Davidson & Co's 13F filing for Q2 2017, filed 11 Aug 2017.