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

Legacy 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
2018
Q1 		– Sell
-4,755
Closed -$117K – 422
2017
Q4 		$117K Buy
+4,755
New +$122K 0.11% 78

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Legacy Advisors's JLS Position: Q1 2018 in Review

Legacy Advisors sold out of Nuveen Mortgage and Income Fund (JLS) in Q1 2018, closing a stake of 4,755 shares — an estimated $117K sold.

Legacy Advisors first reported a position in JLS in Q4 2017 and held it in 1 quarter. The position peaked at $117K in Q4 2017. 40 funds tracked by Wall St. Rank hold JLS as of Q1 2018.

  • Legacy Advisors reported no remaining Nuveen Mortgage and Income Fund position as of Q1 2018 after selling out during the quarter.
  • Legacy Advisors sold 4,755 Nuveen Mortgage and Income Fund shares in Q1 2018, an estimated $117K.
  • Legacy Advisors first reported a position in Nuveen Mortgage and Income Fund in Q4 2017 and held it in 1 quarter.
  • Legacy Advisors's Nuveen Mortgage and Income Fund position peaked at $117K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q1 2018.

Based on Legacy Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.