KJWM
JMLP

Kiley Juergens Wealth Management’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-116
Closed – – 752
2018
Q3 		$0 Hold
116
– – ﹤0.01% 787
2018
Q2 		$0 Buy
+116
New +$904 ﹤0.01% 725
2018
Q1 		– Sell
-116
Closed – – 680
2017
Q4 		$0 Buy
+116
New +$978 ﹤0.01% 713

Other funds holding JMLP

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
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Kiley Juergens Wealth Management's JMLP Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q4 2018, closing a stake of 116 shares.

Kiley Juergens Wealth Management first reported a position in JMLP in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 26 funds tracked by Wall St. Rank hold JMLP as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 116 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $0 in Q3 2018.
  • 26 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.