Apriem Advisors’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

Apriem Advisors’s Portfolio JMLP Stock Details JMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-50,514	Closed	-$288K	–	145
2019 Q3	$288K	Hold	50,514	–	–	0.06%	100
2019 Q2	$313K	Buy	+50,514	New	+$328K	0.1%	103
2019 Q1	–	Sell	-55,339	Closed	-$304K	–	143
2018 Q4	$304K	Sell	55,339 -175	-0.3%	-$1.18K	0.11%	93
2018 Q3	$442K	Hold	55,514	–	–	0.1%	88
2018 Q2	$468K	Buy	+55,514	New	+$433K	0.11%	79
2017 Q4	–	Sell	-10,075	Closed	-$90K	–	147
2017 Q3	$90K	Hold	10,075	–	–	0.02%	135
2017 Q2	$93K	Hold	10,075	–	–	0.02%	132
2017 Q1	$106K	Hold	10,075	–	–	0.03%	168
2016 Q4	$101K	Hold	10,075	–	–	0.03%	166
2016 Q3	$98K	Hold	10,075	–	–	0.03%	169
2016 Q2	$94K	Sell	10,075 -75	-0.7%	-$642	0.03%	168
2016 Q1	$69K	Hold	10,150	–	–	0.03%	172
2015 Q4	$71K	Buy	+10,150	New	+$90.7K	0.03%	172

Other funds holding JMLP

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apriem Advisors's JMLP Position: Q4 2019 in Review

Apriem Advisors sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q4 2019, closing a stake of 50,514 shares — an estimated $288K sold.

Apriem Advisors first reported a position in JMLP in Q4 2015 and held it in 13 quarters. The position peaked at $468K in Q2 2018. 28 funds tracked by Wall St. Rank hold JMLP as of Q4 2019.

Apriem Advisors reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q4 2019 after selling out during the quarter.
Apriem Advisors sold 50,514 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q4 2019, an estimated $288K.
Apriem Advisors first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q4 2015 and held it in 13 quarters.
Apriem Advisors's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $468K in Q2 2018.
28 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q4 2019.

Based on Apriem Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.