TCI Wealth Advisors’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

TCI Wealth Advisors’s Portfolio JTP Stock Details JTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-10,000	Closed	-$82K	–	959
2014 Q3	$82K	Hold	10,000	–	–	0.05%	191
2014 Q2	$85K	Buy	+10,000	New	+$83.1K	0.05%	196

Other funds holding JTP

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TCI Wealth Advisors's JTP Position: Q4 2014 in Review

TCI Wealth Advisors sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q4 2014, closing a stake of 10,000 shares — an estimated $82K sold.

TCI Wealth Advisors first reported a position in JTP in Q2 2014 and held it in 2 quarters. The position peaked at $85K in Q2 2014. 72 funds tracked by Wall St. Rank hold JTP as of Q4 2014.

TCI Wealth Advisors reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q4 2014 after selling out during the quarter.
TCI Wealth Advisors sold 10,000 NUVEEN QUALITY PFD INCOME FD shares in Q4 2014, an estimated $82K.
TCI Wealth Advisors first reported a position in NUVEEN QUALITY PFD INCOME FD in Q2 2014 and held it in 2 quarters.
TCI Wealth Advisors's NUVEEN QUALITY PFD INCOME FD position peaked at $85K in Q2 2014.
72 funds tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q4 2014.

Based on TCI Wealth Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.