SPIA
JPW

Steward Partners Investment Advisory’s Nuveen Flexible Invstment Fd JPW Stock Holding History

Steward Partners Investment Advisory’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
2017
Q2 		– Sell
-1,250
Closed -$21K – 1789
2017
Q1 		$21K Buy
+1,250
New +$21.3K ﹤0.01% 751

Steward Partners Investment Advisory's JPW Position: Q2 2017 in Review

Steward Partners Investment Advisory sold out of Nuveen Flexible Invstment Fd (JPW) in Q2 2017, closing a stake of 1,250 shares — an estimated $21K sold.

Steward Partners Investment Advisory first reported a position in JPW in Q1 2017 and held it in 1 quarter. The position peaked at $21K in Q1 2017. 0 funds tracked by Wall St. Rank hold JPW as of Q2 2017.

  • Steward Partners Investment Advisory reported no remaining Nuveen Flexible Invstment Fd position as of Q2 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,250 Nuveen Flexible Invstment Fd shares in Q2 2017, an estimated $21K.
  • Steward Partners Investment Advisory first reported a position in Nuveen Flexible Invstment Fd in Q1 2017 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Nuveen Flexible Invstment Fd position peaked at $21K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q2 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2017, filed 22 Nov 2017.