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Fortis Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Fortis Advisors’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
2019
Q3 		– Sell
-2,800
Closed -$65K – 331
2019
Q2 		$65K Buy
+2,800
New +$65K 0.03% 211

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PAIM
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Wells Fargo
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FTI
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Fortis Advisors's JLS Position: Q3 2019 in Review

Fortis Advisors sold out of Nuveen Mortgage and Income Fund (JLS) in Q3 2019, closing a stake of 2,800 shares — an estimated $65K sold.

Fortis Advisors first reported a position in JLS in Q2 2019 and held it in 1 quarter. The position peaked at $65K in Q2 2019. 45 funds tracked by Wall St. Rank hold JLS as of Q3 2019.

  • Fortis Advisors reported no remaining Nuveen Mortgage and Income Fund position as of Q3 2019 after selling out during the quarter.
  • Fortis Advisors sold 2,800 Nuveen Mortgage and Income Fund shares in Q3 2019, an estimated $65K.
  • Fortis Advisors first reported a position in Nuveen Mortgage and Income Fund in Q2 2019 and held it in 1 quarter.
  • Fortis Advisors's Nuveen Mortgage and Income Fund position peaked at $65K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q3 2019.

Based on Fortis Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.