Nathaniel T. Jones - Net Worth and Insider Trading

Nathaniel T. Jones Net Worth

The estimated net worth of Nathaniel T. Jones is at least $127,189 dollars as of 2024-05-06. 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 $29,675. 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 $24,230. 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 $11,571. 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

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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
2017-12-29 Vice President and Treasurer
2017-09-26 Vice President and Treasurer
2023-11-10 Vice President and Treasurer
2017-03-28 Vice President and Treasurer
2023-10-26 Vice President and Treasurer
2017-01-26 Vice President & Treasurer
2016-08-23 Vice President and Treasurer
2016-06-15 Vice President and Treasurer
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2021-07-01 Vice President and Treasurer
2021-12-14 Vice President and Treasurer
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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 $29,675 and a weighting of 23.33%. Nathaniel T. Jones owns 3,370 shares of Nuveen Preferred & Income Opportunities Fund (JPC) as of November 10, 2023, with a value of $24,230 and a weighting of 19.05%. 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 $11,571 and a weighting of 9.1%. 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 48.52% 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 11.87 29,675
JPC Nuveen Preferred & Income Opportunities Fund 2023-11-10 3,370 7.19 24,230
NMZ Nuveen Municipal High Income Opp Fund 2023-10-26 1,100 10.52 11,571
JRI Nuveen Real Asset Income and Growth Fund 2024-04-04 1,000 11.56 11,562
JQC Nuveen Credit Strategies Income Fund 2023-10-26 2,000 5.62 11,240
NAD Nuveen Quality Municipal Income Fund 2024-04-05 1,000 11.11 11,105
NRK Nuveen New York AMT-Free Quality Municipal Income Fund 2023-11-10 1,000 10.90 10,900
JLS Nuveen Mortgage And Income Fund 2023-10-26 428 17.69 7,570
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 8.66 2,719
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

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

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.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Nathaniel T. Jones

Average Return

Average return per transaction

Outperforming Transactions

0 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 5.39
Relative Return to S&P 500(%) 0.6

Nathaniel T. Jones Ownership Network

Ownership Network List of Nathaniel T. Jones

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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.

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Nuveen Municipal Credit Opps Fund Insider Transactions

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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.

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