Nathaniel Jones

Insider profile

Currently holds positions in Nuveen AMT-Free Municipal Credit Income Fund, Nuveen Amt-Free Quality Municipal Income Fund and Nuveen Massachusetts Quality Municipal Income Fund

Performance

Overall performance
3.3
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 3% 8.2% 15.1%
Success rate 83% 68% 82%
Transactions
19 79% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 25%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance

Positions

Position Company Period
Vice President and Treasurer Nuveen AMT-Free Municipal Credit Income Fund None -
Vice President, Treasurer Nuveen Amt-Free Quality Municipal Income Fund Jan. 1, 2016 -
Vice President, Treasurer Nuveen Massachusetts Quality Municipal Income Fund None -
Nathaniel Jones's trades of Nuveen Municipal Credit Opportunities Fund's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-10-22 2026-10-20
B Purchase
15,171 +49.9%
334.84
US$2,805,693 		15,171 +49.9% 334.84 US$2,805,693
2025-09-12 2025-09-11
B Purchase
5,903 -15.5%
351.26
US$4,476,646 		5,903 -15.5% 351.26 US$4,476,646
2025-09-11 2025-09-10
S Sale
42,485 -13.6%
245.32
US$1,535,352 		42,485 -13.6% 245.32 US$1,535,352
2025-05-06 2025-05-05
B Purchase
1,000 New position
10.20
US$10,196 		1,000 New position 10.20 US$10,196
2025-05-06 2025-05-05
B Purchase
800 +186.9%
18.19
US$14,548 		800 +186.9% 18.19 US$14,548
2025-05-06 2025-05-05
B Purchase
500 New position
18.69
US$9,345 		500 New position 18.69 US$9,345
2025-05-06 2025-05-05
S Sale
869 -25.8%
7.79
US$6,765 		869 -25.8% 7.79 US$6,765
2024-04-05 2024-04-05
B Purchase
1,000 New position
11.19
US$11,190 		1,000 New position 11.19 US$11,190
2024-04-04 2024-04-04
B Purchase
1,000 New position
11.60
US$11,600 		1,000 New position 11.60 US$11,600
2023-11-13 2023-11-10
B Purchase
1,000 New position
9.31
US$9,310 		1,000 New position 9.31 US$9,310
2023-11-13 2023-11-10
B Purchase
2,500 +287.4%
6.23
US$15,562 		2,500 +287.4% 6.23 US$15,562
2023-11-13 2023-11-10
B Purchase
1,000 +66.7%
10.76
US$10,759 		1,000 +66.7% 10.76 US$10,759
2023-10-26 2023-10-26
B Purchase
1,500 New position
9.82
US$14,722 		1,500 New position 9.82 US$14,722
2023-10-26 2023-10-26
S Sale
802 -100.0%
9.62
US$7,715 		802 -100.0% 9.62 US$7,715
2023-10-26 2023-10-26
B Purchase
1,100 New position
8.33
US$9,160 		1,100 New position 8.33 US$9,160
2023-10-26 2023-10-26
B Purchase
2,000 New position
4.88
US$9,757 		2,000 New position 4.88 US$9,757
2023-10-26 2023-10-26
S Sale
1,406 -81.7%
7.67
US$10,784 		1,406 -81.7% 7.67 US$10,784
2023-10-26 2023-10-26
B Purchase
213 +99.1%
16.05
US$3,419 		213 +99.1% 16.05 US$3,419
2023-10-26 2023-10-26
B Purchase
215 New position
16.03
US$3,446 		215 New position 16.03 US$3,446
2017-03-23 2017-03-21
B Purchase
750 New position
11.31
US$8,482 		750 New position 11.31 US$8,482