Walled Lake Planning & Wealth Management’s Nuveen Global High Income Fund JGH Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio JGH Stock Details JGH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-57	Closed	-$1K	–	344
2020 Q4	$1K	Sell	57 -54	-49%	-$777	﹤0.01%	305
2020 Q3	$1K	Buy	111 +2	+2%	+$28	﹤0.01%	318
2020 Q2	$1K	Buy	109 +3	+3%	+$37	﹤0.01%	310
2020 Q1	$1K	Buy	+106	New	+$1.61K	﹤0.01%	299

Other funds holding JGH

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Walled Lake Planning & Wealth Management's JGH Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Nuveen Global High Income Fund (JGH) in Q1 2021, closing a stake of 57 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in JGH in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 52 funds tracked by Wall St. Rank hold JGH as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining Nuveen Global High Income Fund position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 57 Nuveen Global High Income Fund shares in Q1 2021, an estimated $1K.
Walled Lake Planning & Wealth Management first reported a position in Nuveen Global High Income Fund in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Nuveen Global High Income Fund position peaked at $1K in Q4 2020.
52 funds tracked by Wall St. Rank held Nuveen Global High Income Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.