WCM
JHP

Windsor Capital Management’s NUVEEN QUALITY PREFERRED INCOME FUND 3 JHP Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-3,129
Closed -$25K – 546
2015
Q3 		$25K Buy
+3,129
New +$25.9K 0.01% 237
2014
Q1 		– Sell
-2,706
Closed -$21K – 360
2013
Q4 		$21K Buy
2,706
+53
+2% +$416 0.01% 263
2013
Q3 		$21K Buy
2,653
+50
+2% +$401 0.01% 278
2013
Q2 		$22K Buy
+2,603
New +$23.3K 0.01% 257

Other funds holding JHP

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Windsor Capital Management's JHP Position: Q4 2015 in Review

Windsor Capital Management sold out of NUVEEN QUALITY PREFERRED INCOME FUND 3 (JHP) in Q4 2015, closing a stake of 3,129 shares — an estimated $25K sold.

Windsor Capital Management first reported a position in JHP in Q2 2013 and held it in 4 quarters. The position peaked at $25K in Q3 2015. 50 funds tracked by Wall St. Rank hold JHP as of Q4 2015.

  • Windsor Capital Management reported no remaining NUVEEN QUALITY PREFERRED INCOME FUND 3 position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 3,129 NUVEEN QUALITY PREFERRED INCOME FUND 3 shares in Q4 2015, an estimated $25K.
  • Windsor Capital Management first reported a position in NUVEEN QUALITY PREFERRED INCOME FUND 3 in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's NUVEEN QUALITY PREFERRED INCOME FUND 3 position peaked at $25K in Q3 2015.
  • 50 funds tracked by Wall St. Rank held NUVEEN QUALITY PREFERRED INCOME FUND 3 as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.