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Next Financial Group’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Next Financial Group’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
2015
Q4 		– Sell
-625
Closed -$4K – 1869
2015
Q3 		$4K Hold
625
– – ﹤0.01% 1482
2015
Q2 		$4K Hold
625
– – ﹤0.01% 1538
2015
Q1 		$4K Hold
625
– – ﹤0.01% 1542
2014
Q4 		$5K Hold
625
– – ﹤0.01% 1494
2014
Q3 		$5K Buy
+625
New +$4.71K ﹤0.01% 2056

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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Next Financial Group's JMM Position: Q4 2015 in Review

Next Financial Group sold out of Nuveen Multi-Market Income Fund (JMM) in Q4 2015, closing a stake of 625 shares — an estimated $4K sold.

Next Financial Group first reported a position in JMM in Q3 2014 and held it in 5 quarters. The position peaked at $5K in Q4 2014. 22 funds tracked by Wall St. Rank hold JMM as of Q4 2015.

  • Next Financial Group reported no remaining Nuveen Multi-Market Income Fund position as of Q4 2015 after selling out during the quarter.
  • Next Financial Group sold 625 Nuveen Multi-Market Income Fund shares in Q4 2015, an estimated $4K.
  • Next Financial Group first reported a position in Nuveen Multi-Market Income Fund in Q3 2014 and held it in 5 quarters.
  • Next Financial Group's Nuveen Multi-Market Income Fund position peaked at $5K in Q4 2014.
  • 22 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q4 2015.

Based on Next Financial Group's 13F filing for Q4 2015, filed 2 Feb 2016.