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Stock index based on fund manager consensus updated each quarter
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SFS
JPW
Shaker Financial Services’s
Nuveen Flexible Invstment Fd
JPW
Stock Holding History
Shaker Financial Services’s Portfolio
JPW Stock Details
JPW Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q1
–
Sell
2016
Q4
$224K
Sell
2016
Q3
$1.07M
Sell
2016
Q2
$2.52M
Sell
2016
Q1
$2.83M
Buy
2015
Q4
$2.43M
Buy
2015
Q3
$830K
Buy
2015
Q2
–
Sell
2015
Q1
$228K
Sell
2014
Q4
$812K
Buy
2014
Q3
$304K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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