Cardan Capital Partners’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

Cardan Capital Partners’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
2018 Q4	–	Sell	-16,113	Closed	-$178K	–	207
2018 Q3	$178K	Sell	16,113 -23,897	-60%	-$261K	0.03%	172
2018 Q2	$430K	Buy	40,010 +29,552	+283%	+$315K	0.07%	130
2018 Q1	$104K	Sell	10,458 -355	-3%	-$4.08K	0.02%	180
2017 Q4	$123K	Buy	+10,813	New	+$119K	0.02%	124
2017 Q2	–	Sell	-23,751	Closed	-$324K	–	134
2017 Q1	$324K	Sell	23,751 -1,376	-5%	-$18.9K	0.07%	92
2016 Q4	$340K	Buy	25,127 +32	+0.1%	+$419	0.08%	88
2016 Q3	$329K	Buy	+25,095	New	+$314K	0.07%	85

Other funds holding JMF

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

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

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

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

AAM

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

SIA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cardan Capital Partners's JMF Position: Q4 2018 in Review

Cardan Capital Partners sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q4 2018, closing a stake of 16,113 shares — an estimated $178K sold.

Cardan Capital Partners first reported a position in JMF in Q3 2016 and held it in 7 quarters. The position peaked at $430K in Q2 2018. 68 funds tracked by Wall St. Rank hold JMF as of Q4 2018.

Cardan Capital Partners reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q4 2018 after selling out during the quarter.
Cardan Capital Partners sold 16,113 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q4 2018, an estimated $178K.
Cardan Capital Partners first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q3 2016 and held it in 7 quarters.
Cardan Capital Partners's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $430K in Q2 2018.
68 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q4 2018.

Based on Cardan Capital Partners's 13F filing for Q4 2018, filed 29 Jan 2019.