Strategic Capital Advisers’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Strategic Capital Advisers’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
2022 Q2	$157K	Buy	25,688 +106	+0.4%	+$655	0.13%	59
2022 Q1	$166K	Buy	25,582 +93	+0.4%	+$640	0.13%	59
2021 Q4	$193K	Buy	25,489 +87	+0.3%	+$649	0.14%	59
2021 Q3	$191K	Buy	25,402 +72	+0.3%	+$537	0.15%	57
2021 Q2	$189K	Buy	25,330 +3,817	+18%	+$28K	0.16%	50
2021 Q1	$156K	Buy	21,513 +1,259	+6%	+$9.06K	0.14%	50
2020 Q4	$146K	Buy	20,254 +22	+0.1%	+$156	0.12%	51
2020 Q3	$141K	Buy	20,232 +24	+0.1%	+$167	0.13%	50
2020 Q2	$139K	Buy	+20,208	New	+$132K	0.14%	49
2020 Q1	–	Sell	-20,200	Closed	-$149K	–	54
2019 Q4	$149K	Buy	+20,200	New	+$147K	0.14%	61

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Strategic Capital Advisers's JMM Position: Q2 2022 in Review

Strategic Capital Advisers increased its Nuveen Multi-Market Income Fund (JMM) stake by 0.41% in Q2 2022, buying an estimated $655 and bringing the position to 25,688 shares worth $157K. The position accounts for 0.13% of the portfolio, ranked #59.

Strategic Capital Advisers first reported a position in JMM in Q4 2019 and has held it in 10 quarters since. The position peaked at $193K in Q4 2021. 20 funds tracked by Wall St. Rank hold JMM as of Q2 2022.

Strategic Capital Advisers held 25,688 shares of Nuveen Multi-Market Income Fund worth $157K as of Q2 2022.
Strategic Capital Advisers bought 106 Nuveen Multi-Market Income Fund shares in Q2 2022, an estimated $655.
Nuveen Multi-Market Income Fund made up 0.13% of Strategic Capital Advisers's portfolio in Q2 2022, its #59 holding.
Strategic Capital Advisers first reported a position in Nuveen Multi-Market Income Fund in Q4 2019 and has held it in 10 quarters since.
Strategic Capital Advisers's Nuveen Multi-Market Income Fund position peaked at $193K in Q4 2021.
20 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.