Doliver Advisors’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

Doliver Advisors’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
2020 Q1	–	Sell	-13,797	Closed	-$73K	–	193
2019 Q4	$73K	Buy	+13,797	New	+$70.2K	0.03%	147
2019 Q3	–	Sell	-14,293	Closed	-$88K	–	180
2019 Q2	$88K	Buy	+14,293	New	+$92.8K	0.03%	137
2019 Q1	–	Sell	-29,193	Closed	-$160K	–	175
2018 Q4	$160K	Sell	29,193 -20,039	-41%	-$135K	0.08%	119
2018 Q3	$392K	Buy	49,232 +29,330	+147%	+$234K	0.16%	76
2018 Q2	$168K	Buy	+19,902	New	+$155K	0.07%	249
2018 Q1	–	Sell	-25,310	Closed	-$217K	–	396
2017 Q4	$217K	Sell	25,310 -26,984	-52%	-$228K	0.09%	219
2017 Q3	$465K	Sell	52,294 -3,865	-7%	-$33.7K	0.21%	113
2017 Q2	$518K	Sell	56,159 -5,296	-9%	-$51.9K	0.25%	90
2017 Q1	$648K	Buy	61,455 +49,460	+412%	+$510K	0.51%	61
2016 Q4	$121K	Buy	+11,995	New	+$114K	0.1%	205
2016 Q2	–	Sell	-13,056	Closed	-$89K	–	226
2016 Q1	$89K	Sell	13,056 -261,236	-95%	-$1.48M	0.08%	156
2015 Q4	$1.91M	Buy	+274,292	New	+$2.45M	1.51%	23

Other funds holding JMLP

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CRC

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Doliver Advisors's JMLP Position: Q1 2020 in Review

Doliver Advisors sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q1 2020, closing a stake of 13,797 shares — an estimated $73K sold.

Doliver Advisors first reported a position in JMLP in Q4 2015 and held it in 12 quarters. The position peaked at $1.91M in Q4 2015. 26 funds tracked by Wall St. Rank hold JMLP as of Q1 2020.

Doliver Advisors reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q1 2020 after selling out during the quarter.
Doliver Advisors sold 13,797 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q1 2020, an estimated $73K.
Doliver Advisors first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q4 2015 and held it in 12 quarters.
Doliver Advisors's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $1.91M in Q4 2015.
26 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q1 2020.

Based on Doliver Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.