MWM
JHP

Merriman Wealth Management’s NUVEEN QUALITY PREFERRED INCOME FUND 3 JHP Stock Holding History

Merriman Wealth Management’s Portfolio JHP Stock Details JHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-11,300
Closed -$89K – 106
2013
Q4 		$89K Buy
+11,300
New +$88.6K 0.04% 85

Other funds holding JHP

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Merriman Wealth Management's JHP Position: Q1 2014 in Review

Merriman Wealth Management sold out of NUVEEN QUALITY PREFERRED INCOME FUND 3 (JHP) in Q1 2014, closing a stake of 11,300 shares — an estimated $89K sold.

Merriman Wealth Management first reported a position in JHP in Q4 2013 and held it in 1 quarter. The position peaked at $89K in Q4 2013. 47 funds tracked by Wall St. Rank hold JHP as of Q1 2014.

  • Merriman Wealth Management reported no remaining NUVEEN QUALITY PREFERRED INCOME FUND 3 position as of Q1 2014 after selling out during the quarter.
  • Merriman Wealth Management sold 11,300 NUVEEN QUALITY PREFERRED INCOME FUND 3 shares in Q1 2014, an estimated $89K.
  • Merriman Wealth Management first reported a position in NUVEEN QUALITY PREFERRED INCOME FUND 3 in Q4 2013 and held it in 1 quarter.
  • Merriman Wealth Management's NUVEEN QUALITY PREFERRED INCOME FUND 3 position peaked at $89K in Q4 2013.
  • 47 funds tracked by Wall St. Rank held NUVEEN QUALITY PREFERRED INCOME FUND 3 as of Q1 2014.

Based on Merriman Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.