Envestnet Asset Management
JMLP

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

Envestnet 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
2014
Q4 		– Sell
-2,000
Closed -$38K – 2796
2014
Q3 		$38K Hold
2,000
– – ﹤0.01% 1621
2014
Q2 		$40K Buy
+2,000
New +$39.4K ﹤0.01% 1527

Other funds holding JMLP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Envestnet Asset Management's JMLP Position: Q4 2014 in Review

Envestnet Asset Management sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q4 2014, closing a stake of 2,000 shares — an estimated $38K sold.

Envestnet Asset Management first reported a position in JMLP in Q2 2014 and held it in 2 quarters. The position peaked at $40K in Q2 2014. 21 funds tracked by Wall St. Rank hold JMLP as of Q4 2014.

  • Envestnet Asset Management reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q4 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 2,000 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q4 2014, an estimated $38K.
  • Envestnet Asset Management first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q2 2014 and held it in 2 quarters.
  • Envestnet Asset Management's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $40K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q4 2014.

Based on Envestnet Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.