LPL Financial’s Nuveen Flexible Invstment Fd JPW Stock Holding History

LPL Financial’s Portfolio JPW Stock Details JPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-20,041	Closed	-$343K	–	3096
2017 Q1	$343K	Buy	20,041 +8,990	+81%	+$153K	﹤0.01%	2106
2016 Q4	$185K	Buy	11,051 +25	+0.2%	+$408	﹤0.01%	2500
2016 Q3	$189K	Sell	11,026 -727	-6%	-$12.2K	﹤0.01%	2416
2016 Q2	$189K	Sell	11,753 -7,827	-40%	-$122K	﹤0.01%	2402
2016 Q1	$299K	Buy	19,580 +5,468	+39%	+$78.7K	﹤0.01%	2513
2015 Q4	$210K	Buy	+14,112	New	+$214K	﹤0.01%	2790

LPL Financial's JPW Position: Q2 2017 in Review

LPL Financial sold out of Nuveen Flexible Invstment Fd (JPW) in Q2 2017, closing a stake of 20,041 shares — an estimated $343K sold.

LPL Financial first reported a position in JPW in Q4 2015 and held it in 6 quarters. The position peaked at $343K in Q1 2017. 0 funds tracked by Wall St. Rank hold JPW as of Q2 2017.

LPL Financial reported no remaining Nuveen Flexible Invstment Fd position as of Q2 2017 after selling out during the quarter.
LPL Financial sold 20,041 Nuveen Flexible Invstment Fd shares in Q2 2017, an estimated $343K.
LPL Financial first reported a position in Nuveen Flexible Invstment Fd in Q4 2015 and held it in 6 quarters.
LPL Financial's Nuveen Flexible Invstment Fd position peaked at $343K in Q1 2017.
0 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q2 2017.

Based on LPL Financial's 13F filing for Q2 2017, filed 14 Aug 2017.