Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| NORTHERN TRUST CORP | 31,504 | reported | 23 Apr 2007 | tx 65+210,864−69,809 |
| Nuveen Municipal Credit Opportunities Fund | 7,675 | reported | 11 Dec 2025 | tx 4+7,925−7,925 |
| Nuveen Municipal Credit Income Fund | 6,677 | reported | 11 Dec 2025 | tx 4+10,127−3,450 |
| Nuveen Quality Municipal Income Fund | 4,131 | reported | 21 Sept 2023 | tx 14+13,772−6,794 |
| NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | 4,097 | reported | 25 Oct 2023 | tx 9+4,208−4,208 |
| NUVEEN PREMIUM INCOME MUNICIPAL FUND 4 INC | 2,205 | reported | 15 Nov 2010 | tx 6+3,805−1,600 |
| NUVEEN PREMIUM INCOME MUNICIPAL FUND INC | 1,950 | reported | 15 Nov 2010 | tx 6+4,300−2,350 |
| Nuveen Energy MLP Total Return Fund | 1,300 | reported | 07 Dec 2015 | tx 7+2,580−2,580 |
| Nuveen Short Duration Credit Opportunities Fund | 1,219 | reported | 28 Jun 2013 | tx 5+2,550 |
| Nuveen Diversified Commodity Fund | 800 | reported | 18 Oct 2010 | tx 1+800 |
4 purchases reported after at least 12 months of silence — most recent on 11 Dec 2025.