Lowe Wealth Advisors’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-1,731
Closed -$29K 256
2015
Q2
$29K Hold
1,731
0.02% 91
2015
Q1
$32K Hold
1,731
0.02% 86
2014
Q4
$35K Buy
+1,731
New +$35.2K 0.03% 78

Other funds holding JMF

Lowe Wealth Advisors's JMF Position: Q3 2015 in Review

Lowe Wealth Advisors sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q3 2015, closing a stake of 1,731 shares — an estimated $29K sold.

Lowe Wealth Advisors first reported a position in JMF in Q4 2014 and held it in 3 quarters. The position peaked at $35K in Q4 2014. 54 funds tracked by Wall St. Rank hold JMF as of Q3 2015.

  • Lowe Wealth Advisors reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q3 2015 after selling out during the quarter.
  • Lowe Wealth Advisors sold 1,731 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q3 2015, an estimated $29K.
  • Lowe Wealth Advisors first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q4 2014 and held it in 3 quarters.
  • Lowe Wealth Advisors's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $35K in Q4 2014.
  • 54 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q3 2015.

Based on Lowe Wealth Advisors's 13F filing for Q3 2015, filed 4 Dec 2015.