GSC
JMLP

Ground Swell Capital’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-200
Closed -$4K – 2933
2014
Q2 		$4K Buy
+200
New +$3.94K 0.01% 1231

Other funds holding JMLP

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Ground Swell Capital's JMLP Position: Q3 2014 in Review

Ground Swell Capital sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q3 2014, closing a stake of 200 shares — an estimated $4K sold.

Ground Swell Capital first reported a position in JMLP in Q2 2014 and held it in 1 quarter. The position peaked at $4K in Q2 2014. 17 funds tracked by Wall St. Rank hold JMLP as of Q3 2014.

  • Ground Swell Capital reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 200 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q3 2014, an estimated $4K.
  • Ground Swell Capital first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $4K in Q2 2014.
  • 17 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.