NUVEEN EQTY PRM OPPORTUNITYF's ticker is M102SC and the CUSIP is 6706EM102.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $290,000 | -1.0% | 22,800 | 0.0% | 0.11% | -0.9% |
| Q2 2014 | $293,000 | +2.4% | 22,800 | +0.4% | 0.11% | +3.7% |
| Q1 2014 | $286,000 | -0.3% | 22,700 | 0.0% | 0.11% | -3.6% |
| Q4 2013 | $287,000 | +0.3% | 22,700 | -4.2% | 0.11% | -9.7% |
| Q3 2013 | $286,000 | -9.2% | 23,700 | -7.1% | 0.12% | -19.5% |
| Q2 2013 | $315,000 | – | 25,522 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gary Goldberg Planning Services Inc | 174,812 | $2,108,000 | 1.28% |
| Shaker Financial Services, LLC | 54,809 | $661,000 | 0.49% |
| 1834 INVESTMENT ADVISORS CO | 106,500 | $1,284,000 | 0.42% |
| Relative Value Partners, LLC | 210,043 | $2,533,000 | 0.40% |
| DOLIVER ADVISORS, LP | 49,941 | $602,000 | 0.37% |
| Whitnell & Co. | 34,500 | $416,000 | 0.20% |
| Apriem Advisors | 23,700 | $286,000 | 0.12% |
| VICUS CAPITAL | 18,138 | $219,000 | 0.10% |
| HighTower Advisors, LLC | 260,893 | $3,146,000 | 0.08% |
| B. Riley Wealth Advisors, Inc. | 16,983 | $205,000 | 0.07% |