Financial Architects (New Jersey)’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
Q1
Sell
-205
Closed -$4K 1067
2014
Q4
$4K Hold
205
﹤0.01% 880
2014
Q3
$5K Hold
205
﹤0.01% 763
2014
Q2
$5K Buy
+205
New +$4.22K ﹤0.01% 796

Other funds holding JMF

Financial Architects (New Jersey)'s JMF Position: Q1 2015 in Review

Financial Architects (New Jersey) sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q1 2015, closing a stake of 205 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in JMF in Q2 2014 and held it in 3 quarters. The position peaked at $5K in Q3 2014. 53 funds tracked by Wall St. Rank hold JMF as of Q1 2015.

  • Financial Architects (New Jersey) reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q1 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 205 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q1 2015, an estimated $4K.
  • Financial Architects (New Jersey) first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q2 2014 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $5K in Q3 2014.
  • 53 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q1 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2015, filed 30 Apr 2015.