IFP Advisors’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

IFP Advisors’s Portfolio JMF Stock Details JMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,045	Closed	-$16K	–	3783
2018 Q4	$16K	Sell	2,045 -5,500	-73%	-$52.4K	﹤0.01%	2274
2018 Q3	$84K	Buy	7,545 +5,500	+269%	+$60K	﹤0.01%	1591
2018 Q2	$22K	Hold	2,045	–	–	﹤0.01%	2421
2018 Q1	$23K	Hold	2,045	–	–	﹤0.01%	2307
2017 Q4	$23K	Sell	2,045 -10,900	-84%	-$120K	﹤0.01%	2339
2017 Q3	$156K	Sell	12,945 -58	-0.4%	-$717	0.01%	1298
2017 Q2	$172K	Sell	13,003 -3,241	-20%	-$42.6K	0.01%	1217
2017 Q1	$222K	Buy	16,244 +11,799	+265%	+$162K	0.01%	1065
2016 Q4	$60K	Buy	4,445 +1,065	+32%	+$14K	﹤0.01%	1770
2016 Q3	$44K	Sell	3,380 -3,063	-48%	-$38.3K	﹤0.01%	1902
2016 Q2	$84K	Buy	+6,443	New	+$74.8K	﹤0.01%	1444
2016 Q1	–	Sell	-8,743	Closed	-$97K	–	3770
2015 Q4	$97K	Buy	+8,743	New	+$108K	0.01%	1196

Other funds holding JMF

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

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

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

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

IFP Advisors's JMF Position: Q1 2019 in Review

IFP Advisors sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q1 2019, closing a stake of 2,045 shares — an estimated $16K sold.

IFP Advisors first reported a position in JMF in Q4 2015 and held it in 12 quarters. The position peaked at $222K in Q1 2017. 72 funds tracked by Wall St. Rank hold JMF as of Q1 2019.

IFP Advisors reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 2,045 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q1 2019, an estimated $16K.
IFP Advisors first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q4 2015 and held it in 12 quarters.
IFP Advisors's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $222K in Q1 2017.
72 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.