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Clear Point Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Clear Point Advisors’s Portfolio JLS Stock Details JLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,035
Closed -$37.5K – 340
2024
Q3 		$37.5K Buy
2,035
+51
+3% +$924 0.03% 226
2024
Q2 		$35.8K Buy
1,984
+39
+2% +$687 0.03% 219
2024
Q1 		$34.5K Buy
+1,945
New +$33.5K 0.03% 229

Other funds holding JLS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clear Point Advisors's JLS Position: Q4 2024 in Review

Clear Point Advisors sold out of Nuveen Mortgage and Income Fund (JLS) in Q4 2024, closing a stake of 2,035 shares — an estimated $37.5K sold.

Clear Point Advisors first reported a position in JLS in Q1 2024 and held it in 3 quarters. The position peaked at $37.5K in Q3 2024. 29 funds tracked by Wall St. Rank hold JLS as of Q4 2024.

  • Clear Point Advisors reported no remaining Nuveen Mortgage and Income Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 2,035 Nuveen Mortgage and Income Fund shares in Q4 2024, an estimated $37.5K.
  • Clear Point Advisors first reported a position in Nuveen Mortgage and Income Fund in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's Nuveen Mortgage and Income Fund position peaked at $37.5K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.