MGIA
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Moneta Group Investment Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Moneta Group Investment Advisors’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
2019
Q3 		– Sell
-1,077
Closed -$25K – 291
2019
Q2 		$25K Buy
1,077
+3
+0.3% +$70 ﹤0.01% 240
2019
Q1 		$25K Buy
+1,074
New +$24.6K ﹤0.01% 244

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PAIM
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FTI
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Moneta Group Investment Advisors's JLS Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of Nuveen Mortgage and Income Fund (JLS) in Q3 2019, closing a stake of 1,077 shares — an estimated $25K sold.

Moneta Group Investment Advisors first reported a position in JLS in Q1 2019 and held it in 2 quarters. The position peaked at $25K in Q2 2019. 45 funds tracked by Wall St. Rank hold JLS as of Q3 2019.

  • Moneta Group Investment Advisors reported no remaining Nuveen Mortgage and Income Fund position as of Q3 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,077 Nuveen Mortgage and Income Fund shares in Q3 2019, an estimated $25K.
  • Moneta Group Investment Advisors first reported a position in Nuveen Mortgage and Income Fund in Q1 2019 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Nuveen Mortgage and Income Fund position peaked at $25K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.