Windsor Capital Management’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

Windsor Capital Management’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
2015 Q4	–	Sell	-2,300	Closed	-$18K	–	544
2015 Q3	$18K	Buy	+2,300	New	+$18.6K	0.01%	278
2014 Q1	–	Sell	-2,000	Closed	-$15K	–	359
2013 Q4	$15K	Hold	2,000	–	–	0.01%	293
2013 Q3	$15K	Hold	2,000	–	–	0.01%	309
2013 Q2	$17K	Buy	+2,000	New	+$17.7K	0.01%	281

Other funds holding JTP

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

Windsor Capital Management sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q4 2015, closing a stake of 2,300 shares — an estimated $18K sold.

Windsor Capital Management first reported a position in JTP in Q2 2013 and held it in 4 quarters. The position peaked at $18K in Q3 2015. 65 funds tracked by Wall St. Rank hold JTP as of Q4 2015.

Windsor Capital Management reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 2,300 NUVEEN QUALITY PFD INCOME FD shares in Q4 2015, an estimated $18K.
Windsor Capital Management first reported a position in NUVEEN QUALITY PFD INCOME FD in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's NUVEEN QUALITY PFD INCOME FD position peaked at $18K in Q3 2015.
65 funds tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q4 2015.

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