EWM
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Edge Wealth Management’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Edge Wealth Management’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
2020
Q2 		– Sell
-5,000
Closed -$83K – 695
2020
Q1 		$83K Buy
+5,000
New +$106K 0.02% 191

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Edge Wealth Management's JLS Position: Q2 2020 in Review

Edge Wealth Management sold out of Nuveen Mortgage and Income Fund (JLS) in Q2 2020, closing a stake of 5,000 shares — an estimated $83K sold.

Edge Wealth Management first reported a position in JLS in Q1 2020 and held it in 1 quarter. The position peaked at $83K in Q1 2020. 33 funds tracked by Wall St. Rank hold JLS as of Q2 2020.

  • Edge Wealth Management reported no remaining Nuveen Mortgage and Income Fund position as of Q2 2020 after selling out during the quarter.
  • Edge Wealth Management sold 5,000 Nuveen Mortgage and Income Fund shares in Q2 2020, an estimated $83K.
  • Edge Wealth Management first reported a position in Nuveen Mortgage and Income Fund in Q1 2020 and held it in 1 quarter.
  • Edge Wealth Management's Nuveen Mortgage and Income Fund position peaked at $83K in Q1 2020.
  • 33 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.