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WhitTier Trust Company’s Nuveen Mortgage and Income Fund JLS Stock Holding History

WhitTier Trust Company’s Portfolio JLS Stock Details JLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,149
Closed -$68K – 1130
2022
Q2 		$68K Buy
+4,149
New +$71.8K ﹤0.01% 617

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WhitTier Trust Company's JLS Position: Q3 2022 in Review

WhitTier Trust Company sold out of Nuveen Mortgage and Income Fund (JLS) in Q3 2022, closing a stake of 4,149 shares — an estimated $68K sold.

WhitTier Trust Company first reported a position in JLS in Q2 2022 and held it in 1 quarter. The position peaked at $68K in Q2 2022. 33 funds tracked by Wall St. Rank hold JLS as of Q3 2022.

  • WhitTier Trust Company reported no remaining Nuveen Mortgage and Income Fund position as of Q3 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 4,149 Nuveen Mortgage and Income Fund shares in Q3 2022, an estimated $68K.
  • WhitTier Trust Company first reported a position in Nuveen Mortgage and Income Fund in Q2 2022 and held it in 1 quarter.
  • WhitTier Trust Company's Nuveen Mortgage and Income Fund position peaked at $68K in Q2 2022.
  • 33 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q3 2022.

Based on WhitTier Trust Company's 13F filing for Q3 2022, filed 21 Oct 2022.