Nathaniel T. Jones - Net Worth and Insider Trading
Nathaniel T. Jones Net Worth
The estimated net worth of Nathaniel T. Jones is at least $124,672 dollars as of 2024-04-25. Nathaniel T. Jones is the Vice President and Treasurer of Nuveen AMT-Free Municipal Credit Income Fund and owns about 2,500 shares of Nuveen AMT-Free Municipal Credit Income Fund (NVG) stock worth over $29,000. Nathaniel T. Jones is the Vice President and Treasurer of Nuveen Preferred & Income Opportunities Fund and owns about 3,370 shares of Nuveen Preferred & Income Opportunities Fund (JPC) stock worth over $23,691. Nathaniel T. Jones is also the Vice President and Treasurer of Nuveen Municipal High Income Opp Fund and owns about 1,100 shares of Nuveen Municipal High Income Opp Fund (NMZ) stock worth over $11,319. Besides these, Nathaniel T. Jones also holds Nuveen Real Asset Income and Growth Fund (JRI) , Nuveen Credit Strategies Income Fund (JQC) , Nuveen Quality Municipal Income Fund (NAD) , Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) , Nuveen Mortgage And Income Fund (JLS) , Nuveen Intermediate Dur Muni Term Fund (NID) , Nuveen Floating Rate Income Fund (JFR) , Nuveen Senior Income Fund (NSL) . Details can be seen in Nathaniel T. Jones's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Nathaniel T. Jones has not made any transactions after 2024-04-05 and currently still holds the listed stock(s).
Transaction Summary of Nathaniel T. Jones
Nathaniel T. Jones Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Nathaniel T. Jones owns 82 companies in total, including Nuveen Municipal Credit Opps Fund (NMCO) , Nuveen High Income 2023 Target Term Fund (JHAA) , and Nuveen Senior Income Fund (NSL) among others .
Click here to see the complete history of Nathaniel T. Jones’s form 4 insider trades.
Insider Ownership Summary of Nathaniel T. Jones
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
NMCO | Nuveen Municipal Credit Opps Fund | 2019-09-16 | Vice President & Treasurer |
JHAA | Nuveen High Income 2023 Target Term Fund | 2018-12-19 | Vice President & Treasurer |
NSL | Nuveen Senior Income Fund | 2017-12-29 | Vice President and Treasurer |
NID | Nuveen Intermediate Dur Muni Term Fund | 2017-12-29 | Vice President and Treasurer |
JEMD | Nuveen Emerging Markets Debt 2022 Target Term Fund | 2017-09-26 | Vice President and Treasurer |
JPC | Nuveen Preferred & Income Opportunities Fund | 2023-11-10 | Vice President and Treasurer |
JCO | Nuveen Credit Opportunities 2022 Target Term Fund | 2017-03-28 | Vice President and Treasurer |
JFR | Nuveen Floating Rate Income Fund | 2023-10-26 | Vice President and Treasurer |
JPT | Nuveen Preferred and Income Fund | 2017-01-26 | Vice President & Treasurer |
JHB | Nuveen High Income Nov 2021 Target Term Fund | 2016-08-23 | Vice President and Treasurer |
NUV | Nuveen Municipal Value Fund Inc | 2016-06-15 | Vice President and Treasurer |
NNY | Nuveen New York Municipal Value Fund Inc | 2016-06-15 | Vice President and Treasurer |
NCA | Nuveen California Municipal Value Fund Inc | 2016-06-15 | Vice President and Treasurer |
NMI | Nuveen Municipal Income Fund Inc | 2016-06-15 | Vice President and Treasurer |
JMM | Nuveen Multi-Market Income Fund | 2016-06-15 | Vice President and Treasurer |
NQP | Nuveen Pennsylvania Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NUM | Nuveen MI Quality Income Muni Fund Inc | 2016-06-15 | Vice President and Treasurer |
NUO | Nuveen Ohio Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NTX | Nuveen Texas Quality Income Muni Fund | 2016-06-15 | Vice President and Treasurer |
NXP | Nuveen Select Tax Free Income Portfolio | 2016-06-15 | Vice President and Treasurer |
NXN | Nuveen NY Select Tax-Free Income Port | 2016-06-15 | Vice President and Treasurer |
NXC | Nuveen CA Select Tax Free Income Port | 2016-06-15 | Vice President and Treasurer |
NXQ | Nuveen Select Tax Free Income Port 2 | 2016-06-15 | Vice President and Treasurer |
NXR | Nuveen Select Tax Free Income Port 3 | 2016-06-15 | Vice President and Treasurer |
NIM | Nuveen Select Maturities Municipal Fund | 2016-06-15 | Vice President and Treasurer |
NAZ | Nuveen Arizona Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NMT | Nuveen Massachusetts Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NMY | Nuveen Maryland Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NTC | NUVEEN CONNECTICUT QUALITY MUNICIPAL INCOME FUND | 2016-06-15 | Vice President and Treasurer |
NNC | Nuveen North Carolina Quality Municipal Income Fun | 2016-06-15 | Vice President and Treasurer |
NOM | Nuveen Missouri Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NAN | Nuveen New York Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NAC | Nuveen California Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NAD | Nuveen Quality Municipal Income Fund | 2024-04-05 | Vice President and Treasurer |
NXJ | Nuveen New Jersey Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NVG | Nuveen AMT-Free Municipal Credit Income Fund | 2023-11-10 | Vice President and Treasurer |
NVX | Nuveen CA Dividend Advantage Muni Fund 2 | 2016-06-15 | Vice President and Treasurer |
NZF | Nuveen Municipal Credit Income Fund | 2016-06-15 | Vice President and Treasurer |
NZH | Nuveen California Dividend Advantage Municipal Fun | 2016-06-15 | Vice President and Treasurer |
JRS | Nuveen Real Estate Income Fund | 2016-06-15 | Vice President and Treasurer |
JPS | Nuveen Preferred & Income Securities Fund | 2016-06-15 | Vice President and Treasurer |
NKG | Nuveen Georgia Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NEA | Nuveen AMT-Free Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NKX | Nuveen California AMT-Free Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
NRK | Nuveen New York AMT-Free Quality Municipal Income Fund | 2023-11-10 | Vice President and Treasurer |
JQC | Nuveen Credit Strategies Income Fund | 2023-10-26 | Vice President and Treasurer |
JDD | Nuveen Diversified Dividend & Income Fund | 2016-06-15 | Vice President and Treasurer |
JTA | Nuveen Tax Advantaged Total Ret Strat Fd | 2016-06-15 | Vice President and Treasurer |
NMZ | Nuveen Municipal High Income Opp Fund | 2023-10-26 | Vice President and Treasurer |
JRO | Nuveen Floating Rate Income Opp Fd | 2016-06-15 | Vice President and Treasurer |
BXMX | Nuveen S&P 500 Buy-Write Income Fund | 2016-06-15 | Vice President and Treasurer |
SPXX | Nuveen S&P 500 Dynamic Overwrite Fund | 2016-06-15 | Vice President and Treasurer |
JCE | Nuveen Core Equity Alpha Fund | 2016-06-15 | Vice President and Treasurer |
JTD | Nuveen Tax-advantaged Dividend Gr Fund | 2016-06-15 | Vice President and Treasurer |
NUW | Nuveen AMT-Free Municipal Value Fund | 2016-06-15 | Vice President and Treasurer |
NPN | Nuveen Pennsylvania Municipal Value Fund | 2016-06-15 | Vice President and Treasurer |
NCB | Nuveen CA Municipal Value Fund 2 | 2016-06-15 | Vice President and Treasurer |
NJV | Nuveen NJ Municipal Value Fund | 2016-06-15 | Vice President and Treasurer |
NYV | Nuveen NY Municipal Value Fund 2 | 2016-06-15 | Vice President and Treasurer |
NEV | Nuveen Enhanced Municipal Value Fund | 2016-06-15 | Vice President and Treasurer |
JLS | Nuveen Mortgage And Income Fund | 2023-10-26 | Vice President and Treasurer |
NBB | Nuveen Taxable Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
JMT | Nuveen Mortgage Opportunity Term Fund 2 | 2016-06-15 | Vice President and Treasurer |
NBD | Nuveen Build America Oppurtunity Fund | 2016-06-15 | Vice President and Treasurer |
JMF | Nuveen Energy MLP Total Return Fund | 2016-06-15 | Vice President and Treasurer |
JSD | Nuveen Short Duration Credit Opps | 2016-06-15 | Vice President and Treasurer |
JRI | Nuveen Real Asset Income and Growth Fund | 2024-04-04 | Vice President and Treasurer |
JPI | Nuveen Preferred and Income Term Fund | 2016-06-15 | Vice President and Treasurer |
NIQ | Nuveen Inter Dur Quality Muni Term Fund | 2016-06-15 | Vice President and Treasurer |
JMLP | Nuveen All Cap Energy MLP Opportunities Fund | 2016-06-15 | Vice President and Treasurer |
NMS | Nuveen Minnesota Quality Municipal Income Fund | 2016-06-15 | Vice President and Treasurer |
QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund | 2016-06-15 | Vice President and Treasurer |
DIAX | Nuveen Dow 30sm Dynamic Overwrite Fund | 2016-06-15 | Vice President and Treasurer |
JGH | Nuveen Global High Income Fund | 2016-06-15 | Vice President and Treasurer |
JHY | Nuveen High Income 2020 Target Term Fund | 2016-06-15 | Vice President and Treasurer |
JHA | Nuveen High Income Dec 2018 Target Term | 2016-06-15 | Vice President |
NHA | Nuveen Municipal 2021 Target Term Fund | 2016-06-15 | Vice President and Treasurer |
JHD | Nuveen High Income Dec 2019 Target Term Fund | 2016-06-15 | Vice President and Treasurer |
NDMO | Nuveen Dynamic Municipal Opportunities | 2020-08-27 | Vice President and Treasurer |
NMAI | Nuveen Multi-Asset Income Fund | 2021-07-01 | Vice President and Treasurer |
NPFD | Nuveen Variable Rate Preferred&Income | 2021-12-14 | Vice President and Treasurer |
NPCT | Nuveen Core Plus Impact Fund | 2021-04-01 | Vice President and Treasurer |
Nathaniel T. Jones Latest Holdings Summary
Nathaniel T. Jones currently owns a total of 11 stocks. Among these stocks, Nathaniel T. Jones owns 2,500 shares of Nuveen AMT-Free Municipal Credit Income Fund (NVG) as of November 10, 2023, with a value of $29,000 and a weighting of 23.26%. Nathaniel T. Jones owns 3,370 shares of Nuveen Preferred & Income Opportunities Fund (JPC) as of November 10, 2023, with a value of $23,691 and a weighting of 19%. Nathaniel T. Jones also owns 1,100 shares of Nuveen Municipal High Income Opp Fund (NMZ) as of October 26, 2023, with a value of $11,319 and a weighting of 9.08%. The other 8 stocks Nuveen Real Asset Income and Growth Fund (JRI) , Nuveen Credit Strategies Income Fund (JQC) , Nuveen Quality Municipal Income Fund (NAD) , Nuveen New York AMT-Free Quality Municipal Income Fund (NRK) , Nuveen Mortgage And Income Fund (JLS) , Nuveen Intermediate Dur Muni Term Fund (NID) , Nuveen Floating Rate Income Fund (JFR) , Nuveen Senior Income Fund (NSL) have a combined weighting of 48.66% among all his current holdings.
Latest Holdings of Nathaniel T. Jones
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
NVG | Nuveen AMT-Free Municipal Credit Income Fund | 2023-11-10 | 2,500 | 11.60 | 29,000 |
JPC | Nuveen Preferred & Income Opportunities Fund | 2023-11-10 | 3,370 | 7.03 | 23,691 |
NMZ | Nuveen Municipal High Income Opp Fund | 2023-10-26 | 1,100 | 10.29 | 11,319 |
JRI | Nuveen Real Asset Income and Growth Fund | 2024-04-04 | 1,000 | 11.23 | 11,230 |
JQC | Nuveen Credit Strategies Income Fund | 2023-10-26 | 2,000 | 5.50 | 11,000 |
NAD | Nuveen Quality Municipal Income Fund | 2024-04-05 | 1,000 | 10.96 | 10,960 |
NRK | Nuveen New York AMT-Free Quality Municipal Income Fund | 2023-11-10 | 1,000 | 10.70 | 10,695 |
JLS | Nuveen Mortgage And Income Fund | 2023-10-26 | 428 | 17.40 | 7,447 |
NID | Nuveen Intermediate Dur Muni Term Fund | 2017-12-29 | 325 | 13.00 | 4,225 |
JFR | Nuveen Floating Rate Income Fund | 2023-10-26 | 314 | 8.64 | 2,713 |
NSL | Nuveen Senior Income Fund | 2017-12-29 | 520 | 4.60 | 2,392 |
Holding Weightings of Nathaniel T. Jones
Nathaniel T. Jones Form 4 Trading Tracker
According to the SEC Form 4 filings, Nathaniel T. Jones has made a total of 2 transactions in Nuveen AMT-Free Municipal Credit Income Fund (NVG) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Nuveen AMT-Free Municipal Credit Income Fund is the acquisition of 1,000 shares on November 10, 2023, which cost Nathaniel T. Jones around $10,760.
According to the SEC Form 4 filings, Nathaniel T. Jones has made a total of 1 transactions in Nuveen Preferred & Income Opportunities Fund (JPC) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nuveen Preferred & Income Opportunities Fund is the acquisition of 2,500 shares on November 10, 2023, which cost Nathaniel T. Jones around $15,575.
According to the SEC Form 4 filings, Nathaniel T. Jones has made a total of 1 transactions in Nuveen Municipal High Income Opp Fund (NMZ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Nuveen Municipal High Income Opp Fund is the acquisition of 1,100 shares on October 26, 2023, which cost Nathaniel T. Jones around $9,163.
More details on Nathaniel T. Jones's insider transactions can be found in the Insider Trading History of Nathaniel T. Jones table.Insider Trading History of Nathaniel T. Jones
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Nathaniel T. Jones Trading Performance
GuruFocus tracks the stock performance after each of Nathaniel T. Jones's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Nathaniel T. Jones is 10.54%. GuruFocus also compares Nathaniel T. Jones's trading performance to market benchmark return within the same time period. The performance of stocks bought by Nathaniel T. Jones within 3 months outperforms 3 times out of 9 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Nathaniel T. Jones's insider trading performs compared to the benchmark.
Performance of Nathaniel T. Jones
Average Return
Outperforming Transactions
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
---|---|---|---|---|---|---|
Return(%) | 7.02 | 10.54 | 1.16 | -4.25 | -7.89 | -11.58 |
Relative Return to S&P 500(%) | 0.91 | -3.05 | -5.67 | -22.08 | -15.87 | -17.56 |
Nathaniel T. Jones Ownership Network
Ownership Network List of Nathaniel T. Jones
Ownership Network Relation of Nathaniel T. Jones
Nathaniel T. Jones Owned Company Details
What does Nuveen Municipal Credit Opps Fund do?
Who are the key executives at Nuveen Municipal Credit Opps Fund?
Nathaniel T. Jones is the Vice President & Treasurer of Nuveen Municipal Credit Opps Fund. Other key executives at Nuveen Municipal Credit Opps Fund include other: Chairman of the Board Terence J Toth , 10 percent owner Bank Of America Corp /de/ , and 10 percent owner Banc Of America Preferred Funding Corp .
Nuveen Municipal Credit Opps Fund (NMCO) Insider Trades Summary
Over the past 18 months, Nathaniel T. Jones made no insider transaction in Nuveen Municipal Credit Opps Fund (NMCO). Other recent insider transactions involving Nuveen Municipal Credit Opps Fund (NMCO) include a net purchase of 7,925 shares made by Terence J Toth ,
In summary, during the past 3 months, insiders sold 0 shares of Nuveen Municipal Credit Opps Fund (NMCO) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Nuveen Municipal Credit Opps Fund (NMCO) were sold and 7,925 shares were bought by its insiders, resulting in a net purchase of 7,925 shares.
Nuveen Municipal Credit Opps Fund (NMCO)'s detailed insider trading history can be found in Insider Trading Tracker table.
Nuveen Municipal Credit Opps Fund Insider Transactions
Nathaniel T. Jones Mailing Address
Above is the net worth, insider trading, and ownership report for Nathaniel T. Jones. You might contact Nathaniel T. Jones via mailing address: C/o Nuveen 333 W. Wacker Drive, Ste 3400, Chicago Il 60606.