Gupta Wealth Management’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

Gupta Wealth Management’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
2016 Q1	$21K	Buy	+3,121	New	+$17.7K	﹤0.01%	648
2015 Q4	–	Sell	-2,500	Closed	-$25K	–	1389
2015 Q3	$25K	Sell	2,500 -2,500	-50%	-$30.7K	0.01%	644
2015 Q2	$73K	Buy	5,000 +2,500	+100%	+$39.3K	0.02%	393
2015 Q1	$41K	Buy	+2,500	New	+$39.8K	0.01%	441

Other funds holding JMLP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gupta Wealth Management's JMLP Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q1 2016: 3,121 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in JMLP as recently as Q3 2015.

Gupta Wealth Management first reported a position in JMLP in Q1 2015 and has held it in 4 quarters since. The position peaked at $73K in Q2 2015. 22 funds tracked by Wall St. Rank hold JMLP as of Q1 2016.

Gupta Wealth Management held 3,121 shares of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND worth $21K as of Q1 2016.
NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND was a new Gupta Wealth Management position in Q1 2016.
NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #648 holding.
Gupta Wealth Management first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q1 2015 and has held it in 4 quarters since.
Gupta Wealth Management's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $73K in Q2 2015.
22 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.