Northwestern Mutual Wealth Management
JSN

Northwestern Mutual Wealth Management’s NUVEEN EQUITY PREMIUM OPPORTUNITY FUND JSN Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio JSN Stock Details JSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,811
Closed -$22K – 1571
2013
Q2 		$22K Buy
+1,811
New +$22.9K ﹤0.01% 698

Other funds holding JSN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM

Northwestern Mutual Wealth Management's JSN Position: Q3 2013 in Review

Northwestern Mutual Wealth Management sold out of NUVEEN EQUITY PREMIUM OPPORTUNITY FUND (JSN) in Q3 2013, closing a stake of 1,811 shares — an estimated $22K sold.

Northwestern Mutual Wealth Management first reported a position in JSN in Q2 2013 and held it in 1 quarter. The position peaked at $22K in Q2 2013. 57 funds tracked by Wall St. Rank hold JSN as of Q3 2013.

  • Northwestern Mutual Wealth Management reported no remaining NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position as of Q3 2013 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,811 NUVEEN EQUITY PREMIUM OPPORTUNITY FUND shares in Q3 2013, an estimated $22K.
  • Northwestern Mutual Wealth Management first reported a position in NUVEEN EQUITY PREMIUM OPPORTUNITY FUND in Q2 2013 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's NUVEEN EQUITY PREMIUM OPPORTUNITY FUND position peaked at $22K in Q2 2013.
  • 57 funds tracked by Wall St. Rank held NUVEEN EQUITY PREMIUM OPPORTUNITY FUND as of Q3 2013.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2013, filed 14 Nov 2013.