WA
JTP

WFG Advisors’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

WFG Advisors’s Portfolio JTP Stock Details JTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-16,171
Closed -$135K – 1789
2016
Q1 		$135K Buy
16,171
+17
+0.1% +$139 0.04% 416
2015
Q4 		$134K Buy
16,154
+3,033
+23% +$24.8K 0.04% 396
2015
Q3 		$104K Buy
13,121
+25
+0.2% +$203 0.03% 458
2015
Q2 		$104K Buy
13,096
+2,823
+27% +$23.5K 0.03% 519
2015
Q1 		$88K Buy
10,273
+4,473
+77% +$38K 0.02% 571
2014
Q4 		$47K Buy
5,800
+2,640
+84% +$21.9K 0.01% 914
2014
Q3 		$26K Buy
3,160
+12
+0.4% +$100 ﹤0.01% 1182
2014
Q2 		$27K Sell
3,148
-354
-10% -$2.94K 0.01% 1152
2014
Q1 		$28K Buy
3,502
+9
+0.3% +$71 0.01% 1137
2013
Q4 		$27K Buy
3,493
+2,519
+259% +$19.2K ﹤0.01% 1230
2013
Q3 		$7K Buy
974
+12
+1% +$93 ﹤0.01% 1658
2013
Q2 		$8K Buy
+962
New +$8.5K ﹤0.01% 1552

Other funds holding JTP

CAM
Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

WFG Advisors's JTP Position: Q2 2016 in Review

WFG Advisors sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q2 2016, closing a stake of 16,171 shares — an estimated $135K sold.

WFG Advisors first reported a position in JTP in Q2 2013 and held it in 12 quarters. The position peaked at $135K in Q1 2016. 1 fund tracked by Wall St. Rank holds JTP as of Q2 2016.

  • WFG Advisors reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 16,171 NUVEEN QUALITY PFD INCOME FD shares in Q2 2016, an estimated $135K.
  • WFG Advisors first reported a position in NUVEEN QUALITY PFD INCOME FD in Q2 2013 and held it in 12 quarters.
  • WFG Advisors's NUVEEN QUALITY PFD INCOME FD position peaked at $135K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q2 2016.

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