BF
JMF

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

BOK 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
2020
Q1 		– Sell
-62,727
Closed -$487K – 961
2019
Q4 		$487K Buy
+62,727
New +$485K 0.01% 703

Other funds holding JMF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BOK Financial's JMF Position: Q1 2020 in Review

BOK Financial sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q1 2020, closing a stake of 62,727 shares — an estimated $487K sold.

BOK Financial first reported a position in JMF in Q4 2019 and held it in 1 quarter. The position peaked at $487K in Q4 2019. 57 funds tracked by Wall St. Rank hold JMF as of Q1 2020.

  • BOK Financial reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q1 2020 after selling out during the quarter.
  • BOK Financial sold 62,727 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q1 2020, an estimated $487K.
  • BOK Financial first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q4 2019 and held it in 1 quarter.
  • BOK Financial's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $487K in Q4 2019.
  • 57 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q1 2020.

Based on BOK Financial's 13F filing for Q1 2020, filed 13 May 2020.