Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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AWS
JMF
Aris Wealth Services’s
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
Stock Holding History
Aris Wealth Services’s Portfolio
JMF Stock Details
JMF Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q3
$2.72M
Buy
2015
Q2
$3.37M
Sell
2015
Q1
$3.78M
Buy
2014
Q4
$3.92M
Buy
2014
Q3
$3.95M
Buy
2014
Q2
$3.9M
Buy
2014
Q1
$3.21M
Buy
2013
Q4
$3.08M
Buy
2013
Q3
$2.85M
Sell
2013
Q2
$3.62M
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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