United Capital Financial Advisors’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-185,867
| Closed | -$1.55M | – | 1312 |
|
|
2016
Q1 | $1.55M | Buy |
185,867
+2,970
| +2% | +$24.7K | 0.02% | 590 |
|
|
2015
Q4 | $1.51M | Sell |
182,897
-7,042
| -4% | -$58.3K | 0.02% | 597 |
|
|
2015
Q3 | $1.5M | Sell |
189,939
-12,427
| -6% | -$98.1K | 0.02% | 586 |
|
|
2015
Q2 | $1.6M | Buy |
202,366
+155,691
| +334% | +$1.23M | 0.02% | 625 |
|
|
2015
Q1 | $400K | Buy |
46,675
+19,131
| +69% | +$164K | ﹤0.01% | 988 |
|
|
2014
Q4 | $222K | Buy |
27,544
+3,455
| +14% | +$27.8K | ﹤0.01% | 1067 |
|
|
2014
Q3 | $196K | Buy |
+24,089
| New | +$196K | ﹤0.01% | 1051 |
|