Buckingham Strategic Wealth’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-20,086
Closed -$29K 497
2020
Q1
$29K Buy
20,086
+7,993
+66% +$46.2K ﹤0.01% 452
2019
Q4
$94K Buy
+12,093
New +$93.4K 0.01% 450

Buckingham Strategic Wealth's JMF Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q2 2020, closing a stake of 20,086 shares — an estimated $29K sold.

Buckingham Strategic Wealth first reported a position in JMF in Q4 2019 and held it in 2 quarters. The position peaked at $94K in Q4 2019. 0 funds tracked by Wall St. Rank hold JMF as of Q2 2020.

  • Buckingham Strategic Wealth reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q2 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 20,086 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q2 2020, an estimated $29K.
  • Buckingham Strategic Wealth first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q4 2019 and held it in 2 quarters.
  • Buckingham Strategic Wealth's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $94K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.