Patriot Financial Group Insurance Agency’s Nuveen Flexible Invstment Fd JPW Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-850	Closed	-$14K	–	965
2017 Q1	$14K	Hold	850	–	–	0.01%	439
2016 Q4	$14K	Buy	+850	New	+$13.9K	0.02%	415

Patriot Financial Group Insurance Agency's JPW Position: Q2 2017 in Review

Patriot Financial Group Insurance Agency sold out of Nuveen Flexible Invstment Fd (JPW) in Q2 2017, closing a stake of 850 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in JPW in Q4 2016 and held it in 2 quarters. The position peaked at $14K in Q1 2017. 0 funds tracked by Wall St. Rank hold JPW as of Q2 2017.

Patriot Financial Group Insurance Agency reported no remaining Nuveen Flexible Invstment Fd position as of Q2 2017 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 850 Nuveen Flexible Invstment Fd shares in Q2 2017, an estimated $14K.
Patriot Financial Group Insurance Agency first reported a position in Nuveen Flexible Invstment Fd in Q4 2016 and held it in 2 quarters.
Patriot Financial Group Insurance Agency's Nuveen Flexible Invstment Fd position peaked at $14K in Q1 2017.
0 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q2 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2017, filed 8 Aug 2017.