IH
JMLP

IFC Holdings’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

IFC Holdings’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
2017
Q4 		– Sell
-22,780
Closed -$203K – 551
2017
Q3 		$203K Hold
22,780
– – 0.01% 479
2017
Q2 		$210K Buy
22,780
+455
+2% +$4.46K 0.02% 456
2017
Q1 		$236K Buy
+22,325
New +$230K 0.02% 402

Other funds holding JMLP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

IFC Holdings's JMLP Position: Q4 2017 in Review

IFC Holdings sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q4 2017, closing a stake of 22,780 shares — an estimated $203K sold.

IFC Holdings first reported a position in JMLP in Q1 2017 and held it in 3 quarters. The position peaked at $236K in Q1 2017. 23 funds tracked by Wall St. Rank hold JMLP as of Q4 2017.

  • IFC Holdings reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q4 2017 after selling out during the quarter.
  • IFC Holdings sold 22,780 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q4 2017, an estimated $203K.
  • IFC Holdings first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q1 2017 and held it in 3 quarters.
  • IFC Holdings's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $236K in Q1 2017.
  • 23 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q4 2017.

Based on IFC Holdings's 13F filing for Q4 2017, filed 31 Jan 2018.