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

Camarda Financial Advisors’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
2017 Q1	–	Sell	-200	Closed	-$3K	–	268
2016 Q4	$3K	Hold	200	–	–	﹤0.01%	212
2016 Q3	$3K	Hold	200	–	–	﹤0.01%	197
2016 Q2	$3K	Hold	200	–	–	﹤0.01%	239
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	241
2015 Q4	$2K	Hold	200	–	–	﹤0.01%	224
2015 Q3	$3K	Buy	+200	New	+$2.98K	﹤0.01%	157

Other funds holding JMF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

SIA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Camarda Financial Advisors's JMF Position: Q1 2017 in Review

Camarda Financial Advisors sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q1 2017, closing a stake of 200 shares — an estimated $3K sold.

Camarda Financial Advisors first reported a position in JMF in Q3 2015 and held it in 6 quarters. The position peaked at $3K in Q4 2016. 63 funds tracked by Wall St. Rank hold JMF as of Q1 2017.

Camarda Financial Advisors reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q1 2017 after selling out during the quarter.
Camarda Financial Advisors sold 200 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q1 2017, an estimated $3K.
Camarda Financial Advisors first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q3 2015 and held it in 6 quarters.
Camarda Financial Advisors's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $3K in Q4 2016.
63 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q1 2017.

Based on Camarda Financial Advisors's 13F filing for Q1 2017, filed 5 May 2017.