Lido Advisors
JLS icon

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

Lido 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
Q4 		– Sell
-12,475
Closed -$237K – 838
2020
Q3 		$237K Sell
12,475
-14,035
-53% -$268K 0.01% 553
2020
Q2 		$520K Sell
26,510
-5,696
-18% -$103K 0.03% 343
2020
Q1 		$533K Sell
32,206
-3,707
-10% -$78.8K 0.03% 314
2019
Q4 		$789K Buy
35,913
+5,777
+19% +$130K 0.05% 301
2019
Q3 		$698K Buy
30,136
+3,167
+12% +$73.1K 0.05% 272
2019
Q2 		$629K Buy
26,969
+3,699
+16% +$85.9K 0.05% 261
2019
Q1 		$544K Buy
23,270
+2,037
+10% +$46.7K 0.05% 275
2018
Q4 		$474K Buy
21,233
+1,719
+9% +$40.6K 0.07% 236
2018
Q3 		$470K Buy
19,514
+2,390
+14% +$56.7K 0.06% 253
2018
Q2 		$402K Buy
17,124
+2,974
+21% +$69.8K 0.06% 250
2018
Q1 		$336K Buy
+14,150
New +$339K 0.06% 263

Other funds holding JLS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
FM
Family Management New York $834M AUM 20.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return