MA
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Mutual Advisors’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Mutual Advisors’s Portfolio JMM Stock Details JMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,953
Closed -$89K – 884
2021
Q2 		$89K Sell
11,953
-1,192
-9% -$8.74K 0.01% 814
2021
Q1 		$95K Hold
13,145
– – 0.01% 751
2020
Q4 		$95K Sell
13,145
-1,497
-10% -$10.6K 0.01% 723
2020
Q3 		$102K Buy
+14,642
New +$102K 0.01% 654

Other funds holding JMM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
SCA
Strategic Capital Advisers Denver, Colorado $121M AUM 4.16% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mutual Advisors's JMM Position: Q3 2021 in Review

Mutual Advisors sold out of Nuveen Multi-Market Income Fund (JMM) in Q3 2021, closing a stake of 11,953 shares — an estimated $89K sold.

Mutual Advisors first reported a position in JMM in Q3 2020 and held it in 4 quarters. The position peaked at $102K in Q3 2020. 20 funds tracked by Wall St. Rank hold JMM as of Q3 2021.

  • Mutual Advisors reported no remaining Nuveen Multi-Market Income Fund position as of Q3 2021 after selling out during the quarter.
  • Mutual Advisors sold 11,953 Nuveen Multi-Market Income Fund shares in Q3 2021, an estimated $89K.
  • Mutual Advisors first reported a position in Nuveen Multi-Market Income Fund in Q3 2020 and held it in 4 quarters.
  • Mutual Advisors's Nuveen Multi-Market Income Fund position peaked at $102K in Q3 2020.
  • 20 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q3 2021.

Based on Mutual Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.