AF
JMF

Advisornet Financial’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

Advisornet Financial’s Portfolio JMF Stock Details JMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$6K – 1620
2018
Q3 		$6K Hold
500
– – ﹤0.01% 1262
2018
Q2 		$5K Hold
500
– – ﹤0.01% 1298
2018
Q1 		$5K Buy
+500
New +$5.74K ﹤0.01% 1231

Other funds holding JMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisornet Financial's JMF Position: Q4 2018 in Review

Advisornet Financial sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q4 2018, closing a stake of 500 shares — an estimated $6K sold.

Advisornet Financial first reported a position in JMF in Q1 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 68 funds tracked by Wall St. Rank hold JMF as of Q4 2018.

  • Advisornet Financial reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q4 2018 after selling out during the quarter.
  • Advisornet Financial sold 500 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q4 2018, an estimated $6K.
  • Advisornet Financial first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q1 2018 and held it in 3 quarters.
  • Advisornet Financial's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $6K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q4 2018.

Based on Advisornet Financial's 13F filing for Q4 2018, filed 8 Feb 2019.