PWAG
JGG

Polaris Wealth Advisory Group’s NUVEEN GLOBAL INCOME OPPORTUNITIES FUND JGG Stock Holding History

Polaris Wealth Advisory Group’s Portfolio JGG Stock Details JGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-685
Closed -$8K – 216
2013
Q4 		$8K Buy
+685
New +$7.94K ﹤0.01% 159

Other funds holding JGG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Polaris Wealth Advisory Group's JGG Position: Q1 2014 in Review

Polaris Wealth Advisory Group sold out of NUVEEN GLOBAL INCOME OPPORTUNITIES FUND (JGG) in Q1 2014, closing a stake of 685 shares — an estimated $8K sold.

Polaris Wealth Advisory Group first reported a position in JGG in Q4 2013 and held it in 1 quarter. The position peaked at $8K in Q4 2013. 29 funds tracked by Wall St. Rank hold JGG as of Q1 2014.

  • Polaris Wealth Advisory Group reported no remaining NUVEEN GLOBAL INCOME OPPORTUNITIES FUND position as of Q1 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 685 NUVEEN GLOBAL INCOME OPPORTUNITIES FUND shares in Q1 2014, an estimated $8K.
  • Polaris Wealth Advisory Group first reported a position in NUVEEN GLOBAL INCOME OPPORTUNITIES FUND in Q4 2013 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's NUVEEN GLOBAL INCOME OPPORTUNITIES FUND position peaked at $8K in Q4 2013.
  • 29 funds tracked by Wall St. Rank held NUVEEN GLOBAL INCOME OPPORTUNITIES FUND as of Q1 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2014, filed 28 Apr 2014.