IWMPD
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Integrated Wealth Management (Palm Desert)’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-5,000
Closed -$38K – 652
2016
Q3 		$38K Hold
5,000
– – 0.01% 462
2016
Q2 		$37K Hold
5,000
– – 0.01% 458
2016
Q1 		$36K Buy
+5,000
New +$34.9K 0.02% 431

Other funds holding JMM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s JMM Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Nuveen Multi-Market Income Fund (JMM) in Q4 2016, closing a stake of 5,000 shares — an estimated $38K sold.

Integrated Wealth Management (Palm Desert) first reported a position in JMM in Q1 2016 and held it in 3 quarters. The position peaked at $38K in Q3 2016. 19 funds tracked by Wall St. Rank hold JMM as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Nuveen Multi-Market Income Fund position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 5,000 Nuveen Multi-Market Income Fund shares in Q4 2016, an estimated $38K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Nuveen Multi-Market Income Fund in Q1 2016 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Nuveen Multi-Market Income Fund position peaked at $38K in Q3 2016.
  • 19 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.