RJA
JPW

Raymond James & Associates’s Nuveen Flexible Invstment Fd JPW Stock Holding History

Raymond James & Associates’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
2016
Q4 		– Sell
-15,478
Closed -$266K – 3478
2016
Q3 		$266K Sell
15,478
-4,391
-22% -$73.5K ﹤0.01% 2696
2016
Q2 		$314K Hold
19,869
– – ﹤0.01% 2390
2016
Q1 		$306K Buy
+19,869
New +$286K ﹤0.01% 2316

Other funds holding JPW

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James & Associates's JPW Position: Q4 2016 in Review

Raymond James & Associates sold out of Nuveen Flexible Invstment Fd (JPW) in Q4 2016, closing a stake of 15,478 shares — an estimated $266K sold.

Raymond James & Associates first reported a position in JPW in Q1 2016 and held it in 3 quarters. The position peaked at $314K in Q2 2016. 17 funds tracked by Wall St. Rank hold JPW as of Q4 2016.

  • Raymond James & Associates reported no remaining Nuveen Flexible Invstment Fd position as of Q4 2016 after selling out during the quarter.
  • Raymond James & Associates sold 15,478 Nuveen Flexible Invstment Fd shares in Q4 2016, an estimated $266K.
  • Raymond James & Associates first reported a position in Nuveen Flexible Invstment Fd in Q1 2016 and held it in 3 quarters.
  • Raymond James & Associates's Nuveen Flexible Invstment Fd position peaked at $314K in Q2 2016.
  • 17 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q4 2016.

Based on Raymond James & Associates's 13F filing for Q4 2016, filed 14 Feb 2017.