WLPWM
JGH icon

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 $785M AUM 15.71% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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.