Creative Planning’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
2016
Q4
Sell
-750
Closed -$10K 4959
2016
Q3
$10K Buy
+750
New +$9.38K ﹤0.01% 3549
2015
Q4
Sell
-205
Closed -$3K 4675
2015
Q3
$3K Buy
+205
New +$3.06K ﹤0.01% 3869
2015
Q2
Sell
-205
Closed -$4K 3467
2015
Q1
$4K Buy
+205
New +$3.82K ﹤0.01% 3678
2014
Q2
Sell
-264
Closed -$5K 4036
2014
Q1
$5K Buy
+264
New +$5K ﹤0.01% 3118
2013
Q3
Sell
-1,029
Closed -$23K 3410
2013
Q2
$23K Buy
+1,029
New +$21.3K ﹤0.01% 1853

Other funds holding JMF

Creative Planning's JMF Position: Q4 2016 in Review

Creative Planning sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q4 2016, closing a stake of 750 shares — an estimated $10K sold.

Creative Planning first reported a position in JMF in Q2 2013 and held it in 5 quarters. The position peaked at $23K in Q2 2013. 61 funds tracked by Wall St. Rank hold JMF as of Q4 2016.

  • Creative Planning reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q4 2016 after selling out during the quarter.
  • Creative Planning sold 750 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q4 2016, an estimated $10K.
  • Creative Planning first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q2 2013 and held it in 5 quarters.
  • Creative Planning's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $23K in Q2 2013.
  • 61 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.