ClearBridge Investments
JMF

ClearBridge Investments’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

ClearBridge Investments’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
Q4 		– Sell
-1
Closed -$1K – 1228
2017
Q3 		$1K Buy
+1
New +$12 ﹤0.01% 1182

Other funds holding JMF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments's JMF Position: Q4 2017 in Review

ClearBridge Investments sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q4 2017, closing a stake of 1 share — an estimated $1K sold.

ClearBridge Investments first reported a position in JMF in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 71 funds tracked by Wall St. Rank hold JMF as of Q4 2017.

  • ClearBridge Investments reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q4 2017 after selling out during the quarter.
  • ClearBridge Investments sold 1 NUVEEN ENERGY MLP TOTAL RETURN FUND share in Q4 2017, an estimated $1K.
  • ClearBridge Investments first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q3 2017 and held it in 1 quarter.
  • ClearBridge Investments's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $1K in Q3 2017.
  • 71 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q4 2017.

Based on ClearBridge Investments's 13F filing for Q4 2017, filed 14 Feb 2018.