TRCT
JPW

Tower Research Capital (TRC)’s Nuveen Flexible Invstment Fd JPW Stock Holding History

Tower Research Capital (TRC)’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
2016
Q3 		– Sell
-600
Closed -$9K – 5315
2016
Q2 		$9K Buy
600
+510
+567% +$7.93K ﹤0.01% 2994
2016
Q1 		$1K Sell
90
-1,170
-93% -$16.8K ﹤0.01% 3998
2015
Q4 		$18K Buy
+1,260
New +$19.1K ﹤0.01% 1443
2015
Q2 		– Sell
-100
Closed -$2K – 5759
2015
Q1 		$2K Buy
+100
New +$1.69K ﹤0.01% 3971
2014
Q2 		– Sell
-200
Closed -$3K – 5445
2014
Q1 		$3K Buy
+200
New +$3.37K ﹤0.01% 3805
2013
Q4 		– Sell
-100
Closed -$2K – 5545
2013
Q3 		$2K Buy
+100
New +$1.8K ﹤0.01% 4248

Other funds holding JPW

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tower Research Capital (TRC)'s JPW Position: Q3 2016 in Review

Tower Research Capital (TRC) sold out of Nuveen Flexible Invstment Fd (JPW) in Q3 2016, closing a stake of 600 shares — an estimated $9K sold.

Tower Research Capital (TRC) first reported a position in JPW in Q3 2013 and held it in 6 quarters. The position peaked at $18K in Q4 2015. 17 funds tracked by Wall St. Rank hold JPW as of Q3 2016.

  • Tower Research Capital (TRC) reported no remaining Nuveen Flexible Invstment Fd position as of Q3 2016 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 600 Nuveen Flexible Invstment Fd shares in Q3 2016, an estimated $9K.
  • Tower Research Capital (TRC) first reported a position in Nuveen Flexible Invstment Fd in Q3 2013 and held it in 6 quarters.
  • Tower Research Capital (TRC)'s Nuveen Flexible Invstment Fd position peaked at $18K in Q4 2015.
  • 17 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q3 2016.

Based on Tower Research Capital (TRC)'s 13F filing for Q3 2016, filed 8 Nov 2016.