Klingman & Associates’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

Klingman & Associates’s Portfolio JTP Stock Details JTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-7,000	Closed	-$58K	–	401
2016 Q1	$58K	Hold	7,000	–	–	0.02%	182
2015 Q4	$58K	Buy	+7,000	New	+$57.3K	0.02%	201
2015 Q3	–	Sell	-7,000	Closed	-$56.7K	–	202
2015 Q2	$55K	Hold	7,000	–	–	0.02%	178
2015 Q1	$60K	Hold	7,000	–	–	0.02%	164
2014 Q4	$56K	Buy	+7,000	New	+$58K	0.02%	170

Other funds holding JTP

CAM

Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

Klingman & Associates's JTP Position: Q2 2016 in Review

Klingman & Associates sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q2 2016, closing a stake of 7,000 shares — an estimated $58K sold.

Klingman & Associates first reported a position in JTP in Q4 2014 and held it in 5 quarters. The position peaked at $60K in Q1 2015. 1 fund tracked by Wall St. Rank holds JTP as of Q2 2016.

Klingman & Associates reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q2 2016 after selling out during the quarter.
Klingman & Associates sold 7,000 NUVEEN QUALITY PFD INCOME FD shares in Q2 2016, an estimated $58K.
Klingman & Associates first reported a position in NUVEEN QUALITY PFD INCOME FD in Q4 2014 and held it in 5 quarters.
Klingman & Associates's NUVEEN QUALITY PFD INCOME FD position peaked at $60K in Q1 2015.
1 fund tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q2 2016.

Based on Klingman & Associates's 13F filing for Q2 2016, filed 4 Aug 2016.