Evercore Wealth Management’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
2015
Q2
Sell
-140
Closed -$3K 1103
2015
Q1
$3K Buy
+140
New +$2.61K ﹤0.01% 957

Other funds holding JMF

Evercore Wealth Management's JMF Position: Q2 2015 in Review

Evercore Wealth Management sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q2 2015, closing a stake of 140 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in JMF in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 58 funds tracked by Wall St. Rank hold JMF as of Q2 2015.

  • Evercore Wealth Management reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 140 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q2 2015, an estimated $3K.
  • Evercore Wealth Management first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q1 2015 and held it in 1 quarter.
  • Evercore Wealth Management's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $3K in Q1 2015.
  • 58 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.