JWA
JMLP

JFS Wealth Advisors’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

JFS Wealth Advisors’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
2015
Q4 		– Sell
-1,000
Closed -$10K – 569
2015
Q3 		$10K Buy
+1,000
New +$12.3K ﹤0.01% 350

Other funds holding JMLP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

JFS Wealth Advisors's JMLP Position: Q4 2015 in Review

JFS Wealth Advisors sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q4 2015, closing a stake of 1,000 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in JMLP in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 19 funds tracked by Wall St. Rank hold JMLP as of Q4 2015.

  • JFS Wealth Advisors reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q4 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 1,000 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q4 2015, an estimated $10K.
  • JFS Wealth Advisors first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q3 2015 and held it in 1 quarter.
  • JFS Wealth Advisors's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $10K in Q3 2015.
  • 19 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q4 2015.

Based on JFS Wealth Advisors's 13F filing for Q4 2015, filed 3 Feb 2016.