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Register Financial Advisors’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Register Financial Advisors’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
2024
Q3 		– Sell
-1,259
Closed -$7.52K – 507
2024
Q2 		$7.52K Hold
1,259
– – ﹤0.01% 560
2024
Q1 		$7.67K Buy
+1,259
New +$7.52K ﹤0.01% 574

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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Register Financial Advisors's JMM Position: Q3 2024 in Review

Register Financial Advisors sold out of Nuveen Multi-Market Income Fund (JMM) in Q3 2024, closing a stake of 1,259 shares — an estimated $7.52K sold.

Register Financial Advisors first reported a position in JMM in Q1 2024 and held it in 2 quarters. The position peaked at $7.67K in Q1 2024. 13 funds tracked by Wall St. Rank hold JMM as of Q3 2024.

  • Register Financial Advisors reported no remaining Nuveen Multi-Market Income Fund position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 1,259 Nuveen Multi-Market Income Fund shares in Q3 2024, an estimated $7.52K.
  • Register Financial Advisors first reported a position in Nuveen Multi-Market Income Fund in Q1 2024 and held it in 2 quarters.
  • Register Financial Advisors's Nuveen Multi-Market Income Fund position peaked at $7.67K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.