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NWAM LLC’s Nuveen Multi-Market Income Fund JMM Stock Holding History

NWAM LLC’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
2019
Q4 		$78K Sell
10,559
-138
-1% -$1.01K 0.01% 404
2019
Q3 		$79K Buy
10,697
+47
+0.4% +$345 0.01% 385
2019
Q2 		$78K Buy
10,650
+49
+0.5% +$351 0.02% 372
2019
Q1 		$75K Buy
10,601
+32
+0.3% +$223 0.02% 348
2018
Q4 		$72K Buy
10,569
+65
+0.6% +$448 0.02% 317
2018
Q3 		$74K Sell
10,504
-13,253
-56% -$93K 0.02% 340
2018
Q2 		$166K Buy
23,757
+46
+0.2% +$327 0.04% 319
2018
Q1 		$171K Buy
23,711
+31
+0.1% +$231 0.04% 317
2017
Q4 		$180K Buy
23,680
+66
+0.3% +$498 0.05% 300
2017
Q3 		$179K Buy
23,614
+50
+0.2% +$376 0.05% 301
2017
Q2 		$176K Buy
23,564
+11,050
+88% +$82.9K 0.03% 295
2017
Q1 		$92K Buy
12,514
+33
+0.3% +$242 0.03% 298
2016
Q4 		$91K Buy
12,481
+65
+0.5% +$474 0.03% 279
2016
Q3 		$93K Buy
12,416
+48
+0.4% +$358 0.01% 271
2016
Q2 		$93K Buy
12,368
+53
+0.4% +$388 0.04% 241
2016
Q1 		$89K Buy
12,315
+37
+0.3% +$258 0.04% 239
2015
Q4 		$87K Buy
+12,278
New +$86.6K 0.04% 243
2015
Q3 		– Sell
-122,000
Closed -$1.03M – 198
2015
Q2 		$1.03M Buy
122,000
+109,892
+908% +$820K 0.43% 57
2015
Q1 		$92K Buy
12,108
+31
+0.3% +$238 0.04% 238
2014
Q4 		$93K Buy
+12,077
New +$92K 0.04% 231

Other funds holding JMM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SCA
Strategic Capital Advisers Denver, Colorado $121M AUM 4.16% 1-Year Est. Return

NWAM LLC's JMM Position: Q4 2019 in Review

NWAM LLC reduced its Nuveen Multi-Market Income Fund (JMM) stake by 1.3% in Q4 2019, selling an estimated $1.01K and leaving 10,559 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #404.

NWAM LLC first reported a position in JMM in Q4 2014 and has held it in 20 quarters since. The position peaked at $1.03M in Q2 2015. 22 funds tracked by Wall St. Rank hold JMM as of Q4 2019.

  • NWAM LLC held 10,559 shares of Nuveen Multi-Market Income Fund worth $78K as of Q4 2019.
  • NWAM LLC sold 138 Nuveen Multi-Market Income Fund shares in Q4 2019, an estimated $1.01K.
  • Nuveen Multi-Market Income Fund made up 0.01% of NWAM LLC's portfolio in Q4 2019, its #404 holding.
  • NWAM LLC first reported a position in Nuveen Multi-Market Income Fund in Q4 2014 and has held it in 20 quarters since.
  • NWAM LLC's Nuveen Multi-Market Income Fund position peaked at $1.03M in Q2 2015.
  • 22 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q4 2019.

Based on NWAM LLC's 13F filing for Q4 2019, filed 23 Jan 2020.