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Doliver Advisors’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Doliver Advisors’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
2020
Q2 		– Sell
-14,858
Closed -$96K – 189
2020
Q1 		$96K Buy
+14,858
New +$105K 0.05% 144
2019
Q2 		– Sell
-11,081
Closed -$78K – 159
2019
Q1 		$78K Buy
+11,081
New +$77.4K 0.03% 125
2018
Q4 		– Sell
-35,101
Closed -$246K – 186
2018
Q3 		$246K Sell
35,101
-394
-1% -$2.76K 0.1% 129
2018
Q2 		$249K Buy
35,495
+17,302
+95% +$123K 0.1% 153
2018
Q1 		$131K Buy
+18,193
New +$135K 0.06% 299
2016
Q1 		– Sell
-10,538
Closed -$75K – 179
2015
Q4 		$75K Sell
10,538
-18,831
-64% -$133K 0.06% 149
2015
Q3 		$204K Sell
29,369
-1,166
-4% -$8.38K 0.15% 157
2015
Q2 		$220K Sell
30,535
-7,597
-20% -$56.7K 0.15% 206
2015
Q1 		$289K Sell
38,132
-6,355
-14% -$48.9K 0.19% 168
2014
Q4 		$341K Sell
44,487
-35,123
-44% -$268K 0.24% 138
2014
Q3 		$601K Buy
+79,610
New +$600K 0.41% 90

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
SCA
Strategic Capital Advisers Denver, Colorado $121M AUM 4.16% 1-Year Est. Return

Doliver Advisors's JMM Position: Q2 2020 in Review

Doliver Advisors sold out of Nuveen Multi-Market Income Fund (JMM) in Q2 2020, closing a stake of 14,858 shares — an estimated $96K sold.

Doliver Advisors first reported a position in JMM in Q3 2014 and held it in 11 quarters. The position peaked at $601K in Q3 2014. 23 funds tracked by Wall St. Rank hold JMM as of Q2 2020.

  • Doliver Advisors reported no remaining Nuveen Multi-Market Income Fund position as of Q2 2020 after selling out during the quarter.
  • Doliver Advisors sold 14,858 Nuveen Multi-Market Income Fund shares in Q2 2020, an estimated $96K.
  • Doliver Advisors first reported a position in Nuveen Multi-Market Income Fund in Q3 2014 and held it in 11 quarters.
  • Doliver Advisors's Nuveen Multi-Market Income Fund position peaked at $601K in Q3 2014.
  • 23 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q2 2020.

Based on Doliver Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.