United Capital Financial Advisors’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

United Capital Financial 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
2016 Q2	–	Sell	-185,867	Closed	-$1.55M	–	1312
2016 Q1	$1.55M	Buy	185,867 +2,970	+2%	+$24.3K	0.02%	590
2015 Q4	$1.51M	Sell	182,897 -7,042	-4%	-$57.6K	0.02%	597
2015 Q3	$1.5M	Sell	189,939 -12,427	-6%	-$101K	0.02%	586
2015 Q2	$1.6M	Buy	202,366 +155,691	+334%	+$1.3M	0.02%	625
2015 Q1	$400K	Buy	46,675 +19,131	+69%	+$163K	﹤0.01%	988
2014 Q4	$222K	Buy	27,544 +3,455	+14%	+$28.6K	﹤0.01%	1067
2014 Q3	$196K	Buy	+24,089	New	+$201K	﹤0.01%	1051

Other funds holding JTP

CAM

Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

United Capital Financial Advisors's JTP Position: Q2 2016 in Review

United Capital Financial Advisors sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q2 2016, closing a stake of 185,867 shares — an estimated $1.55M sold.

United Capital Financial Advisors first reported a position in JTP in Q3 2014 and held it in 7 quarters. The position peaked at $1.6M in Q2 2015. 1 fund tracked by Wall St. Rank holds JTP as of Q2 2016.

United Capital Financial Advisors reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q2 2016 after selling out during the quarter.
United Capital Financial Advisors sold 185,867 NUVEEN QUALITY PFD INCOME FD shares in Q2 2016, an estimated $1.55M.
United Capital Financial Advisors first reported a position in NUVEEN QUALITY PFD INCOME FD in Q3 2014 and held it in 7 quarters.
United Capital Financial Advisors's NUVEEN QUALITY PFD INCOME FD position peaked at $1.6M in Q2 2015.
1 fund tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q2 2016.

Based on United Capital Financial Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.