First Heartland Consultants’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

First Heartland Consultants’s Portfolio JMF Stock Details JMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-360	Closed	-$8K	–	391
2013 Q2	$8K	Buy	+360	New	+$7.44K	﹤0.01%	358

Other funds holding JMF

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWS

Aris Wealth Services State College, Pennsylvania $47.7M AUM 10.11% 1-Year Est. Return

First Heartland Consultants's JMF Position: Q3 2013 in Review

First Heartland Consultants sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q3 2013, closing a stake of 360 shares — an estimated $8K sold.

First Heartland Consultants first reported a position in JMF in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 44 funds tracked by Wall St. Rank hold JMF as of Q3 2013.

First Heartland Consultants reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q3 2013 after selling out during the quarter.
First Heartland Consultants sold 360 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q3 2013, an estimated $8K.
First Heartland Consultants first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q2 2013 and held it in 1 quarter.
First Heartland Consultants's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $8K in Q2 2013.
44 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.