Bell & Brown Wealth Advisors’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-11,000
Closed -$12K 75
2020
Q1
$12K Hold
11,000
0.01% 71
2019
Q4
$59K Hold
11,000
0.04% 81
2019
Q3
$62K Hold
11,000
0.05% 80
2019
Q2
$68K Sell
11,000
-4,800
-30% -$31.2K 0.06% 80
2019
Q1
$109K Sell
15,800
-1,200
-7% -$7.77K 0.1% 82
2018
Q4
$93K Buy
+17,000
New +$114K 0.1% 77
2018
Q2
Sell
-45,600
Closed -$347K 90
2018
Q1
$347K Buy
+45,600
New +$384K 0.37% 71

Bell & Brown Wealth Advisors's JMLP Position: Q2 2020 in Review

Bell & Brown Wealth Advisors sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q2 2020, closing a stake of 11,000 shares — an estimated $12K sold.

Bell & Brown Wealth Advisors first reported a position in JMLP in Q1 2018 and held it in 7 quarters. The position peaked at $347K in Q1 2018. 0 funds tracked by Wall St. Rank hold JMLP as of Q2 2020.

  • Bell & Brown Wealth Advisors reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q2 2020 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 11,000 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q2 2020, an estimated $12K.
  • Bell & Brown Wealth Advisors first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q1 2018 and held it in 7 quarters.
  • Bell & Brown Wealth Advisors's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $347K in Q1 2018.
  • 0 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q2 2020.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.