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Synergy Asset Management’s Nuveen Global High Income Fund JGH Stock Holding History

Synergy Asset Management’s Portfolio JGH Stock Details JGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-512
Closed -$6.85K – 480
2024
Q4 		$6.85K Buy
+512
New +$6.69K ﹤0.01% 527

Other funds holding JGH

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Synergy Asset Management's JGH Position: Q1 2025 in Review

Synergy Asset Management sold out of Nuveen Global High Income Fund (JGH) in Q1 2025, closing a stake of 512 shares — an estimated $6.85K sold.

Synergy Asset Management first reported a position in JGH in Q4 2024 and held it in 1 quarter. The position peaked at $6.85K in Q4 2024. 61 funds tracked by Wall St. Rank hold JGH as of Q1 2025.

  • Synergy Asset Management reported no remaining Nuveen Global High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 512 Nuveen Global High Income Fund shares in Q1 2025, an estimated $6.85K.
  • Synergy Asset Management first reported a position in Nuveen Global High Income Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Nuveen Global High Income Fund position peaked at $6.85K in Q4 2024.
  • 61 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.