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Patriot Financial Group Insurance Agency’s Nuveen Global High Income Fund JGH Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio JGH Stock Details JGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,230
Closed -$61K – 1199
2022
Q2 		$61K Buy
5,230
+1
+0% +$13 0.01% 669
2022
Q1 		$74K Sell
5,229
-299
-5% -$4.35K 0.01% 671
2021
Q4 		$88K Sell
5,528
-99
-2% -$1.56K 0.01% 685
2021
Q3 		$90K Sell
5,627
-99
-2% -$1.59K 0.02% 685
2021
Q2 		$93K Sell
5,726
-385
-6% -$6.09K 0.02% 652
2021
Q1 		$95K Hold
6,111
– – 0.02% 570
2020
Q4 		$95K Sell
6,111
-145
-2% -$2.09K 0.02% 513
2020
Q3 		$85K Buy
6,256
+1
+0% +$14 0.03% 426
2020
Q2 		$83K Hold
6,255
– – 0.03% 394
2020
Q1 		$70K Buy
6,255
+1
+0% +$15 0.03% 384
2019
Q4 		$102K Sell
6,254
-134
-2% -$2.12K 0.04% 337
2019
Q3 		$99K Buy
6,388
+2
+0% +$31 0.04% 311
2019
Q2 		$99K Buy
6,386
+206
+3% +$3.18K 0.04% 313
2019
Q1 		$93K Sell
6,180
-1,026
-14% -$15.2K 0.05% 282
2018
Q4 		$98K Sell
7,206
-980
-12% -$14.2K 0.06% 211
2018
Q3 		$128K Buy
8,186
+4,086
+100% +$64K 0.08% 172
2018
Q2 		$63K Buy
4,100
+999
+32% +$15.8K 0.07% 162
2018
Q1 		$50K Buy
3,101
+553
+22% +$9.15K 0.04% 311
2017
Q4 		$44K Buy
2,548
+1,353
+113% +$22.9K 0.03% 319
2017
Q3 		$21K Buy
1,195
+3
+0.3% +$52 0.02% 398
2017
Q2 		$20K Buy
1,192
+3
+0.3% +$50 0.02% 386
2017
Q1 		$20K Buy
1,189
+103
+9% +$1.69K 0.02% 355
2016
Q4 		$18K Buy
+1,086
New +$16.8K 0.02% 360

Other funds holding JGH

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JGH Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen Global High Income Fund (JGH) in Q3 2022, closing a stake of 5,230 shares — an estimated $61K sold.

Patriot Financial Group Insurance Agency first reported a position in JGH in Q4 2016 and held it in 23 quarters. The position peaked at $128K in Q3 2018. 50 funds tracked by Wall St. Rank hold JGH as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen Global High Income Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,230 Nuveen Global High Income Fund shares in Q3 2022, an estimated $61K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen Global High Income Fund in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen Global High Income Fund position peaked at $128K in Q3 2018.
  • 50 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.