WA
JHP

WFG Advisors’s NUVEEN QUALITY PREFERRED INCOME FUND 3 JHP Stock Holding History

WFG Advisors’s Portfolio JHP Stock Details JHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-377
Closed -$3K – 2134
2014
Q1 		$3K Sell
377
-335
-47% -$2.72K ﹤0.01% 1776
2013
Q4 		$6K Hold
712
– – ﹤0.01% 1727
2013
Q3 		$6K Hold
712
– – ﹤0.01% 1702
2013
Q2 		$6K Buy
+712
New +$6.37K ﹤0.01% 1630

Other funds holding JHP

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

WFG Advisors's JHP Position: Q2 2014 in Review

WFG Advisors sold out of NUVEEN QUALITY PREFERRED INCOME FUND 3 (JHP) in Q2 2014, closing a stake of 377 shares — an estimated $3K sold.

WFG Advisors first reported a position in JHP in Q2 2013 and held it in 4 quarters. The position peaked at $6K in Q4 2013. 46 funds tracked by Wall St. Rank hold JHP as of Q2 2014.

  • WFG Advisors reported no remaining NUVEEN QUALITY PREFERRED INCOME FUND 3 position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 377 NUVEEN QUALITY PREFERRED INCOME FUND 3 shares in Q2 2014, an estimated $3K.
  • WFG Advisors first reported a position in NUVEEN QUALITY PREFERRED INCOME FUND 3 in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's NUVEEN QUALITY PREFERRED INCOME FUND 3 position peaked at $6K in Q4 2013.
  • 46 funds tracked by Wall St. Rank held NUVEEN QUALITY PREFERRED INCOME FUND 3 as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.