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JNBA Financial Advisors’s Nuveen Mortgage and Income Fund JLS Stock Holding History

JNBA Financial Advisors’s Portfolio JLS Stock Details JLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,000
Closed -$44K – 592
2019
Q4 		$44K Hold
2,000
– – 0.01% 263
2019
Q3 		$46K Hold
2,000
– – 0.01% 240
2019
Q2 		$46K Hold
2,000
– – 0.01% 249
2019
Q1 		$47K Hold
2,000
– – 0.01% 235
2018
Q4 		$45K Buy
+2,000
New +$47.2K 0.01% 212

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JNBA Financial Advisors's JLS Position: Q1 2020 in Review

JNBA Financial Advisors sold out of Nuveen Mortgage and Income Fund (JLS) in Q1 2020, closing a stake of 2,000 shares — an estimated $44K sold.

JNBA Financial Advisors first reported a position in JLS in Q4 2018 and held it in 5 quarters. The position peaked at $47K in Q1 2019. 34 funds tracked by Wall St. Rank hold JLS as of Q1 2020.

  • JNBA Financial Advisors reported no remaining Nuveen Mortgage and Income Fund position as of Q1 2020 after selling out during the quarter.
  • JNBA Financial Advisors sold 2,000 Nuveen Mortgage and Income Fund shares in Q1 2020, an estimated $44K.
  • JNBA Financial Advisors first reported a position in Nuveen Mortgage and Income Fund in Q4 2018 and held it in 5 quarters.
  • JNBA Financial Advisors's Nuveen Mortgage and Income Fund position peaked at $47K in Q1 2019.
  • 34 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q1 2020.

Based on JNBA Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.