| |
| |
|
| Insider
Information: |
Schmitz Jeffrey T |
| Relationship: |
Portfolio Manager |
| City: |
Chicago |
| State: |
IL |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
4 |
|
| Direct
Shares |
25,187 |
|
|
Indirect Shares
|
100 |
|
|
| Direct
Value |
$225,040 |
|
|
|
Indirect Value
|
$990 |
|
|
| Total
Shares |
25,287 |
|
|
| Total
Value |
$226,030 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Nuveen Real Asset Income & Growt... |
JRI |
Portfolio Manager |
2018-07-25 |
7,975 |
2012-06-26 |
0 |
Premium* |
|
|
Nuveen Global High Income Fund |
JGH |
Portfolio Manager |
2015-08-24 |
7,962 |
2015-04-08 |
0 |
Premium* |
|
|
Nuveen High Income December 2019... |
JHD |
Portfolio Manager |
2016-07-14 |
3,000 |
2016-07-14 |
100 |
Premium* |
|
|
Nuveen High Income December 2020... |
JHA |
Portfolio Manager |
2017-11-08 |
6,250 |
2017-11-08 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
8 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| JRI |
Nuveen Real Asset Income ... |
Portfolio Manager |
• • – |
2018-07-25 |
4 |
B |
$16.33 |
$42,050 |
D/D |
2,575 |
7,975 |
2.44 |
- |
|
| JHA |
Nuveen High Income Decemb... |
Portfolio Manager |
• • – |
2017-11-08 |
4 |
B |
$10.06 |
$62,913 |
D/D |
6,250 |
6,250 |
2.44 |
- |
|
| JHD |
Nuveen High Income Decemb... |
Portfolio Manager |
• • – |
2016-07-14 |
4 |
B |
$10.14 |
$30,420 |
D/D |
3,000 |
3,000 |
2.44 |
- |
|
| JHD |
Nuveen High Income Decemb... |
Portfolio Manager |
• • – |
2016-07-14 |
4 |
B |
$10.14 |
$1,014 |
I/I |
100 |
100 |
0.01 |
- |
|
| JGH |
Nuveen Global High Income... |
Portfolio Manager |
• • – |
2015-08-24 |
4 |
B |
$14.39 |
$57,199 |
D/D |
3,962 |
7,962 |
2.81 |
- |
|
| JGH |
Nuveen Global High Income... |
Portfolio Manager |
• • – |
2015-04-08 |
4 |
B |
$17.24 |
$69,044 |
D/D |
4,000 |
4,000 |
2.44 |
- |
|
| JRI |
Nuveen Real Asset Income ... |
Portfolio Manager |
• • – |
2013-06-12 |
4 |
B |
$18.70 |
$63,580 |
D/D |
3,400 |
5,400 |
2.44 |
- |
|
| JRI |
Nuveen Real Asset Income ... |
Portfolio Manager |
– – – |
2012-06-26 |
4 |
B |
$17.70 |
$35,400 |
D/D |
2,000 |
2,000 |
2.44 |
- |
|
8 Records found
|
1
|
Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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