PWPCM
JTP

Perella Weinberg Partners Capital Management’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

Perella Weinberg Partners Capital Management’s Portfolio JTP Stock Details JTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-17,021
Closed -$141K – 286
2013
Q2 		$141K Buy
+17,021
New +$150K 0.01% 276

Other funds holding JTP

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FRM
Fore Research & Management New York $221M AUM 2.93% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Perella Weinberg Partners Capital Management's JTP Position: Q3 2013 in Review

Perella Weinberg Partners Capital Management sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q3 2013, closing a stake of 17,021 shares — an estimated $141K sold.

Perella Weinberg Partners Capital Management first reported a position in JTP in Q2 2013 and held it in 1 quarter. The position peaked at $141K in Q2 2013. 70 funds tracked by Wall St. Rank hold JTP as of Q3 2013.

  • Perella Weinberg Partners Capital Management reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q3 2013 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 17,021 NUVEEN QUALITY PFD INCOME FD shares in Q3 2013, an estimated $141K.
  • Perella Weinberg Partners Capital Management first reported a position in NUVEEN QUALITY PFD INCOME FD in Q2 2013 and held it in 1 quarter.
  • Perella Weinberg Partners Capital Management's NUVEEN QUALITY PFD INCOME FD position peaked at $141K in Q2 2013.
  • 70 funds tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q3 2013.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.