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Independence Trust’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Independence Trust’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
Q3 		– Sell
-20,994
Closed -$151K – 111
2015
Q2 		$151K Hold
20,994
– – 0.1% 116
2015
Q1 		$159K Sell
20,994
-2,272
-10% -$17.5K 0.1% 118
2014
Q4 		$178K Buy
+23,266
New +$177K 0.11% 130

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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Independence Trust's JMM Position: Q3 2015 in Review

Independence Trust sold out of Nuveen Multi-Market Income Fund (JMM) in Q3 2015, closing a stake of 20,994 shares — an estimated $151K sold.

Independence Trust first reported a position in JMM in Q4 2014 and held it in 3 quarters. The position peaked at $178K in Q4 2014. 23 funds tracked by Wall St. Rank hold JMM as of Q3 2015.

  • Independence Trust reported no remaining Nuveen Multi-Market Income Fund position as of Q3 2015 after selling out during the quarter.
  • Independence Trust sold 20,994 Nuveen Multi-Market Income Fund shares in Q3 2015, an estimated $151K.
  • Independence Trust first reported a position in Nuveen Multi-Market Income Fund in Q4 2014 and held it in 3 quarters.
  • Independence Trust's Nuveen Multi-Market Income Fund position peaked at $178K in Q4 2014.
  • 23 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q3 2015.

Based on Independence Trust's 13F filing for Q3 2015, filed 16 Oct 2015.