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Merit Financial Group’s Nuveen Global High Income Fund JGH Stock Holding History

Merit Financial Group’s Portfolio JGH Stock Details JGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,259
Closed -$183K – 676
2022
Q4 		$183K Hold
16,259
– – 0.01% 629
2022
Q3 		$171K Sell
16,259
-1,822
-10% -$21.7K 0.01% 522
2022
Q2 		$209K Buy
+18,081
New +$230K 0.01% 510

Other funds holding JGH

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Merit Financial Group's JGH Position: Q1 2023 in Review

Merit Financial Group sold out of Nuveen Global High Income Fund (JGH) in Q1 2023, closing a stake of 16,259 shares — an estimated $183K sold.

Merit Financial Group first reported a position in JGH in Q2 2022 and held it in 3 quarters. The position peaked at $209K in Q2 2022. 51 funds tracked by Wall St. Rank hold JGH as of Q1 2023.

  • Merit Financial Group reported no remaining Nuveen Global High Income Fund position as of Q1 2023 after selling out during the quarter.
  • Merit Financial Group sold 16,259 Nuveen Global High Income Fund shares in Q1 2023, an estimated $183K.
  • Merit Financial Group first reported a position in Nuveen Global High Income Fund in Q2 2022 and held it in 3 quarters.
  • Merit Financial Group's Nuveen Global High Income Fund position peaked at $209K in Q2 2022.
  • 51 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q1 2023.

Based on Merit Financial Group's 13F filing for Q1 2023, filed 24 Apr 2023.