DAM
JMLP

Delta Asset Management’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

Delta Asset Management’s Portfolio JMLP Stock Details JMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,000
Closed -$10K – 648
2016
Q4 		$10K Buy
+1,000
New +$9.49K ﹤0.01% 418

Other funds holding JMLP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Delta Asset Management's JMLP Position: Q1 2017 in Review

Delta Asset Management sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q1 2017, closing a stake of 1,000 shares — an estimated $10K sold.

Delta Asset Management first reported a position in JMLP in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 24 funds tracked by Wall St. Rank hold JMLP as of Q1 2017.

  • Delta Asset Management reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q1 2017 after selling out during the quarter.
  • Delta Asset Management sold 1,000 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q1 2017, an estimated $10K.
  • Delta Asset Management first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q4 2016 and held it in 1 quarter.
  • Delta Asset Management's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $10K in Q4 2016.
  • 24 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q1 2017.

Based on Delta Asset Management's 13F filing for Q1 2017, filed 25 Apr 2017.