UBS Group’s Nuveen Flexible Invstment Fd JPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-1,141
Closed -$19K 8461
2017
Q1
$19K Buy
1,141
+141
+14% +$2.4K ﹤0.01% 6195
2016
Q4
$17K Hold
1,000
﹤0.01% 6634
2016
Q3
$17K Hold
1,000
﹤0.01% 6458
2016
Q2
$16K Hold
1,000
﹤0.01% 6498
2016
Q1
$15K Sell
1,000
-5,246
-84% -$75.5K ﹤0.01% 6431
2015
Q4
$92K Buy
6,246
+843
+16% +$12.8K ﹤0.01% 5289
2015
Q3
$80K Buy
5,403
+4,403
+440% +$70.2K ﹤0.01% 5418
2015
Q2
$16K Hold
1,000
﹤0.01% 7121
2015
Q1
$17K Buy
1,000
+63
+7% +$1.07K ﹤0.01% 7191
2014
Q4
$15K Buy
+937
New +$16.2K ﹤0.01% 8068

UBS Group's JPW Position: Q2 2017 in Review

UBS Group sold out of Nuveen Flexible Invstment Fd (JPW) in Q2 2017, closing a stake of 1,141 shares — an estimated $19K sold.

UBS Group first reported a position in JPW in Q4 2014 and held it in 10 quarters. The position peaked at $92K in Q4 2015. 0 funds tracked by Wall St. Rank hold JPW as of Q2 2017.

  • UBS Group reported no remaining Nuveen Flexible Invstment Fd position as of Q2 2017 after selling out during the quarter.
  • UBS Group sold 1,141 Nuveen Flexible Invstment Fd shares in Q2 2017, an estimated $19K.
  • UBS Group first reported a position in Nuveen Flexible Invstment Fd in Q4 2014 and held it in 10 quarters.
  • UBS Group's Nuveen Flexible Invstment Fd position peaked at $92K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Nuveen Flexible Invstment Fd as of Q2 2017.

Based on UBS Group's 13F filing for Q2 2017, filed 14 Aug 2017.