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Merriman Wealth Management’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Merriman Wealth Management’s Portfolio JLS Stock Details JLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-15,800
Closed -$375K – 93
2013
Q3 		$375K Buy
+15,800
New +$378K 0.2% 48

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Merriman Wealth Management's JLS Position: Q4 2013 in Review

Merriman Wealth Management sold out of Nuveen Mortgage and Income Fund (JLS) in Q4 2013, closing a stake of 15,800 shares — an estimated $375K sold.

Merriman Wealth Management first reported a position in JLS in Q3 2013 and held it in 1 quarter. The position peaked at $375K in Q3 2013. 35 funds tracked by Wall St. Rank hold JLS as of Q4 2013.

  • Merriman Wealth Management reported no remaining Nuveen Mortgage and Income Fund position as of Q4 2013 after selling out during the quarter.
  • Merriman Wealth Management sold 15,800 Nuveen Mortgage and Income Fund shares in Q4 2013, an estimated $375K.
  • Merriman Wealth Management first reported a position in Nuveen Mortgage and Income Fund in Q3 2013 and held it in 1 quarter.
  • Merriman Wealth Management's Nuveen Mortgage and Income Fund position peaked at $375K in Q3 2013.
  • 35 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q4 2013.

Based on Merriman Wealth Management's 13F filing for Q4 2013, filed 28 Jan 2014.