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Valley Brook Capital Group’s Nuveen Multi-Market Income Fund JMM Stock Holding History

Valley Brook Capital Group’s Portfolio JMM Stock Details JMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,200
Closed -$45K – 269
2021
Q1 		$45K Hold
6,200
– – 0.04% 232
2020
Q4 		$44K Buy
+6,200
New +$43.8K 0.04% 209

Other funds holding JMM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
SCA
Strategic Capital Advisers Denver, Colorado $121M AUM 4.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Valley Brook Capital Group's JMM Position: Q2 2021 in Review

Valley Brook Capital Group sold out of Nuveen Multi-Market Income Fund (JMM) in Q2 2021, closing a stake of 6,200 shares — an estimated $45K sold.

Valley Brook Capital Group first reported a position in JMM in Q4 2020 and held it in 2 quarters. The position peaked at $45K in Q1 2021. 23 funds tracked by Wall St. Rank hold JMM as of Q2 2021.

  • Valley Brook Capital Group reported no remaining Nuveen Multi-Market Income Fund position as of Q2 2021 after selling out during the quarter.
  • Valley Brook Capital Group sold 6,200 Nuveen Multi-Market Income Fund shares in Q2 2021, an estimated $45K.
  • Valley Brook Capital Group first reported a position in Nuveen Multi-Market Income Fund in Q4 2020 and held it in 2 quarters.
  • Valley Brook Capital Group's Nuveen Multi-Market Income Fund position peaked at $45K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Nuveen Multi-Market Income Fund as of Q2 2021.

Based on Valley Brook Capital Group's 13F filing for Q2 2021, filed 22 Jul 2021.