WA
JGV

WFG Advisors’s NUVEEN GLOBAL EQUITY INCOME FUND JGV Stock Holding History

WFG Advisors’s Portfolio JGV Stock Details JGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-543
Closed -$6K – 1806
2016
Q1 		$6K Hold
543
– – ﹤0.01% 1177
2015
Q4 		$6K Sell
543
-268
-33% -$2.91K ﹤0.01% 1207
2015
Q3 		$8K Buy
811
+16
+2% +$183 ﹤0.01% 1166
2015
Q2 		$10K Buy
795
+15
+2% +$199 ﹤0.01% 1203
2015
Q1 		$10K Buy
+780
New +$9.97K ﹤0.01% 1225
2014
Q1 		– Sell
-255
Closed -$3K – 2432
2013
Q4 		$3K Sell
255
-221
-46% -$2.93K ﹤0.01% 1938
2013
Q3 		$6K Buy
476
+10
+2% +$129 ﹤0.01% 1713
2013
Q2 		$6K Buy
+466
New +$6.4K ﹤0.01% 1644

Other funds holding JGV

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's JGV Position: Q2 2016 in Review

WFG Advisors sold out of NUVEEN GLOBAL EQUITY INCOME FUND (JGV) in Q2 2016, closing a stake of 543 shares — an estimated $6K sold.

WFG Advisors first reported a position in JGV in Q2 2013 and held it in 8 quarters. The position peaked at $10K in Q2 2015. 37 funds tracked by Wall St. Rank hold JGV as of Q2 2016.

  • WFG Advisors reported no remaining NUVEEN GLOBAL EQUITY INCOME FUND position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 543 NUVEEN GLOBAL EQUITY INCOME FUND shares in Q2 2016, an estimated $6K.
  • WFG Advisors first reported a position in NUVEEN GLOBAL EQUITY INCOME FUND in Q2 2013 and held it in 8 quarters.
  • WFG Advisors's NUVEEN GLOBAL EQUITY INCOME FUND position peaked at $10K in Q2 2015.
  • 37 funds tracked by Wall St. Rank held NUVEEN GLOBAL EQUITY INCOME FUND as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.