Gupta 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
Q4
Sell
-2,573
Closed -$32K 1390
2015
Q3
$32K Buy
+2,573
New +$38.3K 0.01% 556

Other funds holding JMF

Gupta Wealth Management's JMF Position: Q4 2015 in Review

Gupta Wealth Management sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q4 2015, closing a stake of 2,573 shares — an estimated $32K sold.

Gupta Wealth Management first reported a position in JMF in Q3 2015 and held it in 1 quarter. The position peaked at $32K in Q3 2015. 62 funds tracked by Wall St. Rank hold JMF as of Q4 2015.

  • Gupta Wealth Management reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 2,573 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q4 2015, an estimated $32K.
  • Gupta Wealth Management first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $32K in Q3 2015.
  • 62 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.