PFGIA
JMM icon

Patriot Financial Group Insurance Agency’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-8,045
Closed -$49K – 1209
2022
Q2 		$49K Buy
8,045
+14
+0.2% +$86 0.01% 739
2022
Q1 		$52K Buy
8,031
+8
+0.1% +$55 0.01% 762
2021
Q4 		$61K Buy
8,023
+14
+0.2% +$104 0.01% 799
2021
Q3 		$60K Buy
8,009
+11
+0.1% +$82 0.01% 810
2021
Q2 		$60K Buy
7,998
+11
+0.1% +$81 0.01% 782
2021
Q1 		$58K Buy
7,987
+6
+0.1% +$43 0.01% 722
2020
Q4 		$57K Buy
7,981
+13
+0.2% +$92 0.01% 651
2020
Q3 		$56K Buy
7,968
+10
+0.1% +$69 0.02% 514
2020
Q2 		$55K Sell
7,958
-1,521
-16% -$9.94K 0.02% 492
2020
Q1 		$58K Buy
9,479
+29
+0.3% +$205 0.03% 423
2019
Q4 		$70K Buy
9,450
+23
+0.2% +$168 0.03% 415
2019
Q3 		$69K Buy
9,427
+7
+0.1% +$51 0.03% 384
2019
Q2 		$69K Buy
9,420
+13
+0.1% +$93 0.03% 384
2019
Q1 		$67K Buy
9,407
+7
+0.1% +$49 0.03% 341
2018
Q4 		$64K Hold
9,400
– – 0.04% 278
2018
Q3 		$66K Buy
9,400
+4,300
+84% +$30.2K 0.04% 261
2018
Q2 		$36K Hold
5,100
– – 0.04% 218
2018
Q1 		$37K Hold
5,100
– – 0.03% 363
2017
Q4 		$39K Hold
5,100
– – 0.03% 333
2017
Q3 		$39K Hold
5,100
– – 0.03% 291
2017
Q2 		$38K Buy
5,100
+500
+11% +$3.75K 0.04% 291
2017
Q1 		$34K Buy
4,600
+2,900
+171% +$21.3K 0.04% 281
2016
Q4 		$12K Buy
+1,700
New +$12.4K 0.02% 435

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
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Nuveen Multi-Market Income Fund (JMM) in Q3 2022, closing a stake of 8,045 shares — an estimated $49K sold.

Patriot Financial Group Insurance Agency first reported a position in JMM in Q4 2016 and held it in 23 quarters. The position peaked at $70K in Q4 2019. 19 funds tracked by Wall St. Rank hold JMM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Nuveen Multi-Market Income Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 8,045 Nuveen Multi-Market Income Fund shares in Q3 2022, an estimated $49K.
  • Patriot Financial Group Insurance Agency first reported a position in Nuveen Multi-Market Income Fund in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Nuveen Multi-Market Income Fund position peaked at $70K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q3 2022.

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