IAA
JMLP

Independent Advisor Alliance’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-13,342
Closed -$70K – 936
2019
Q4 		$70K Buy
+13,342
New +$67.8K ﹤0.01% 872

Other funds holding JMLP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Independent Advisor Alliance's JMLP Position: Q1 2020 in Review

Independent Advisor Alliance sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q1 2020, closing a stake of 13,342 shares — an estimated $70K sold.

Independent Advisor Alliance first reported a position in JMLP in Q4 2019 and held it in 1 quarter. The position peaked at $70K in Q4 2019. 26 funds tracked by Wall St. Rank hold JMLP as of Q1 2020.

  • Independent Advisor Alliance reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 13,342 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q1 2020, an estimated $70K.
  • Independent Advisor Alliance first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $70K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.