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Performance

Overall performance
3.3

Performance over holding periods
4.2
30 days 90 days 120 days
Average return -1% 8.2% 15.1%
Success rate 31% 68% 82%
Transactions
22 45% Buy
34 71% Buy
47 69% Buy

Performance for realised trades
4.4
Average return 35%
Success rate 73%
Average holding period 220
Transactions 28

Positions

Position Company Period
Chief Administrative Officer Nuveen Senior Income Fund Jan. 1, 1988 -
Vice President, Assistant Secretary Nuveen Georgia Quality Municipal Income Fund Jan. 1, 1988 -
Vice President, Secretary Nuveen High Income 2020 Target Term Fund Jan. 1, 1988 -
Vice President, Secretary Nuveen Energy MLP Total Return Fund Jan. 1, 2015 -
Vice President, Secretary Nuveen S&P 500 BuyWrite Income Fund Jan. 1, 2016 -
Vice President, Secretary Nuveen Floating Rate Income Fund July 1, 2016 -
Vice President, Secretary Nuveen Short Duration Credit Opportunities Fund July 31, 2016 -
Vice President, Secretary Nuveen Amt-Free Municipal Value Fund Oct. 31, 2016 -
Vice President, Secretary Nuveen Tax-Advantaged Total Return Strategy Fund Dec. 31, 2016 -
Vice President, Secretary Nuveen Amt-Free Quality Municipal Income Fund Jan. 1, 2017 -
Vice President, Secretary Nuveen California Quality Municipal Income Fund Feb. 28, 2017 -
Vice President, Secretary Nuveen Build America Bond Opportunity Fund March 31, 2017 -
Vice President, Secretary Nuveen Real Asset Income and Growth Fund Dec. 31, 2017 -
Vice President, Secretary Nuveen AMT-Free Municipal Credit Income Fund None -
Chief Administrative Officer Nuveen Real Asset Income and Growth Fund None -
Chief Administrative Officer Nuveen Build America Bond Opportunity Fund Jan. 1, 1988 - March 31, 2017
Chief Administrative Officer Nuveen California Quality Municipal Income Fund None -
Chief Administrative Officer Nuveen New York Quality Municipal Income Fund Jan. 1, 1988 - Jan. 1, 2017
Chief Administrative Officer Nuveen Core Equity Alpha Fund Jan. 1, 1998 - Jan. 1, 2017
Chief Administrative Officer Nuveen Pennsylvania Quality Municipal Income Fund None -
Chief Administrative Officer Nuveen Tax-Advantaged Total Return Strategy Fund None -
Chief Administrative Officer Nuveen Amt-Free Municipal Value Fund Jan. 1, 1988 - Oct. 31, 2016
Chief Administrative Officer Nuveen Short Duration Credit Opportunities Fund None -
Chief Administrative Officer Nuveen Floating Rate Income Fund None -
Chief Administrative Officer Nuveen S&P 500 BuyWrite Income Fund Jan. 1, 1988 - Jan. 1, 2016
Chief Administrative Officer Nuveen Intermediate Duration Municipal Term Fund Jan. 1, 1998 - Jan. 1, 2016
Chief Administrative Officer Nuveen Tax-Advantaged Dividend Growth Fund None -
Chief Administrative Officer Nuveen Energy MLP Total Return Fund None -

Gifford Zimmerman's trades of Nuveen Mortgage and Income Fund's stock


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Purchase Sale Planned purchase Planned sale Net purchase Net sale Activity 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
2022-02-11 2022-02-11 B Purchase
76,808 +14.0%
431.49
US$1,411,921
76,808 +14.0% 431.49 US$1,411,921
2021-11-30 2021-11-30 S Sale
72,830 -26.7%
348.06
US$4,652,325
72,830 -26.7% 348.06 US$4,652,325
2021-06-21 2021-06-18 S Sale
6,153 -37.7%
447.80
US$1,580,935
6,153 -37.7% 447.80 US$1,580,935
2021-06-11 2021-06-11 S Sale
694 -99.9%
17.13
US$11,886
694 -99.9% 17.13 US$11,886
2020-11-12 2020-11-10 B Purchase
1,000 +inf%
14.13
US$14,127
1,000 +inf% 14.13 US$14,127
2020-11-12 2020-11-10 B Purchase
1,000 +inf%
14.13
US$14,127
1,000 +inf% 14.13 US$14,127
2020-10-14 2020-10-05 S Sale
514 -17.1%
14.31
US$7,353
514 -17.1% 14.31 US$7,353
2020-09-10 2020-09-09 B Purchase
1,000 +inf%
8.04
US$8,039
1,000 +inf% 8.04 US$8,039
2020-02-13 2020-02-12 S Sale
2,800 -65.1%
14.44
US$40,443
2,800 -65.1% 14.44 US$40,443
2020-01-22 2020-01-21 S Sale
1,686 -36.0%
14.14
US$23,832
1,686 -36.0% 14.14 US$23,832
2019-12-12 2019-12-10 S Sale
1,289 -65.0%
16.29
US$21,002
1,289 -65.0% 16.29 US$21,002
2019-12-06 2019-12-04 S Sale
1,804 -100.0%
18.10
US$32,644
1,804 -100.0% 18.10 US$32,644
2019-10-28 2019-10-24 S Sale
1,200 -20.4%
13.49
US$16,188
1,200 -20.4% 13.49 US$16,188
2019-09-03 2019-08-29 S Sale
1,957 -100.0%
16.79
US$32,850
1,957 -100.0% 16.79 US$32,850
2019-05-17 2019-05-15 B Purchase
1,500 +inf%
9.61
US$14,414
1,500 +inf% 9.61 US$14,414
2019-05-13 2019-05-10 S Sale
859 -100.0%
20.82
US$17,876
859 -100.0% 20.82 US$17,876
2019-02-19 2019-02-14 S Sale
1,500 -100.0%
14.41
US$21,619
1,500 -100.0% 14.41 US$21,619
2018-01-25 2018-01-23 B Purchase
2,000 +133.3%
13.70
US$27,398
2,000 +133.3% 13.70 US$27,398
2017-12-08 2017-12-06 B Purchase
3,000 +120.0%
8.20
US$24,598
3,000 +120.0% 8.20 US$24,598
2017-09-22 2017-09-20 B Purchase
2,500 +inf%
8.32
US$20,798
2,500 +inf% 8.32 US$20,798
2017-02-22 2017-02-21 B Purchase
1,500 +inf%
13.75
US$20,625
1,500 +inf% 13.75 US$20,625
2016-05-10 2016-05-06 S Sale
1,000 -100.0%
15.62
US$15,620
1,000 -100.0% 15.62 US$15,620
2016-04-06 2016-04-05 S Sale
1,000 -100.0%
14.45
US$14,450
1,000 -100.0% 14.45 US$14,450
2015-04-28 2015-04-24 S Sale
706 -100.0%
17.27
US$12,193
706 -100.0% 17.27 US$12,193
2013-08-12 2013-08-08 B Purchase
1,000 +inf%
12.53
US$12,528
1,000 +inf% 12.53 US$12,528
2013-06-03 2013-05-30 B Purchase
1,000 +inf%
13.29
US$13,289
1,000 +inf% 13.29 US$13,289
2012-07-30 2012-07-26 S Sale
1,000 -100.0%
9.60
US$9,600
1,000 -100.0% 9.60 US$9,600
2008-02-21 2007-11-29 B Purchase
1,000 +inf%
11.04
US$11,040
1,000 +inf% 11.04 US$11,040
2006-11-30 2006-11-29 S Sale
1,000 -100.0%
14.12
US$14,120
1,000 -100.0% 14.12 US$14,120
2006-08-03 2006-08-01 S Sale
1,000 -100.0%
12.83
US$12,830
1,000 -100.0% 12.83 US$12,830
2006-06-02 2006-06-02 S Sale
1,000 -50.0%
12.50
US$12,500
1,000 -50.0% 12.50 US$12,500
2005-10-18 2005-10-17 B Purchase
1,000 +inf%
11.93
US$11,930
1,000 +inf% 11.93 US$11,930
2004-10-07 2004-10-07 B Purchase
1,000 +inf%
14.38
US$14,380
1,000 +inf% 14.38 US$14,380
2004-04-26 2004-04-26 B Purchase
1,000 +inf%
12.82
US$12,820
1,000 +inf% 12.82 US$12,820