NFG
JPW

Next Financial Group’s Nuveen Flexible Invstment Fd JPW Stock Holding History

Next Financial Group’s Portfolio JPW Stock Details JPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,800
Closed -$30K – 2558
2016
Q4 		$30K Sell
1,800
-3,220
-64% -$52.6K 0.01% 1193
2016
Q3 		$86K Buy
+5,020
New +$84.1K 0.02% 733

Other funds holding JPW

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Financial Group's JPW Position: Q1 2017 in Review

Next Financial Group sold out of Nuveen Flexible Invstment Fd (JPW) in Q1 2017, closing a stake of 1,800 shares — an estimated $30K sold.

Next Financial Group first reported a position in JPW in Q3 2016 and held it in 2 quarters. The position peaked at $86K in Q3 2016. 18 funds tracked by Wall St. Rank hold JPW as of Q1 2017.

  • Next Financial Group reported no remaining Nuveen Flexible Invstment Fd position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 1,800 Nuveen Flexible Invstment Fd shares in Q1 2017, an estimated $30K.
  • Next Financial Group first reported a position in Nuveen Flexible Invstment Fd in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's Nuveen Flexible Invstment Fd position peaked at $86K in Q3 2016.
  • 18 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.