FFA
JGV

First Foundation Advisors’s NUVEEN GLOBAL EQUITY INCOME FUND JGV Stock Holding History

First Foundation Advisors’s Portfolio JGV Stock Details JGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-20,000
Closed -$233K – 331
2016
Q2 		$233K Buy
+20,000
New +$226K 0.02% 259

Other funds holding JGV

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

First Foundation Advisors's JGV Position: Q3 2016 in Review

First Foundation Advisors sold out of NUVEEN GLOBAL EQUITY INCOME FUND (JGV) in Q3 2016, closing a stake of 20,000 shares — an estimated $233K sold.

First Foundation Advisors first reported a position in JGV in Q2 2016 and held it in 1 quarter. The position peaked at $233K in Q2 2016. 35 funds tracked by Wall St. Rank hold JGV as of Q3 2016.

  • First Foundation Advisors reported no remaining NUVEEN GLOBAL EQUITY INCOME FUND position as of Q3 2016 after selling out during the quarter.
  • First Foundation Advisors sold 20,000 NUVEEN GLOBAL EQUITY INCOME FUND shares in Q3 2016, an estimated $233K.
  • First Foundation Advisors first reported a position in NUVEEN GLOBAL EQUITY INCOME FUND in Q2 2016 and held it in 1 quarter.
  • First Foundation Advisors's NUVEEN GLOBAL EQUITY INCOME FUND position peaked at $233K in Q2 2016.
  • 35 funds tracked by Wall St. Rank held NUVEEN GLOBAL EQUITY INCOME FUND as of Q3 2016.

Based on First Foundation Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.