MGWM
JMLP

Marks Group Wealth Management’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

Marks Group 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
2020
Q2 		– Sell
-13,332
Closed -$15K – 264
2020
Q1 		$15K Hold
13,332
– – ﹤0.01% 222
2019
Q4 		$70K Buy
+13,332
New +$67.8K 0.01% 234

Marks Group Wealth Management's JMLP Position: Q2 2020 in Review

Marks Group Wealth Management sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q2 2020, closing a stake of 13,332 shares — an estimated $15K sold.

Marks Group Wealth Management first reported a position in JMLP in Q4 2019 and held it in 2 quarters. The position peaked at $70K in Q4 2019. 0 funds tracked by Wall St. Rank hold JMLP as of Q2 2020.

  • Marks Group Wealth Management reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q2 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 13,332 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q2 2020, an estimated $15K.
  • Marks Group Wealth Management first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q4 2019 and held it in 2 quarters.
  • Marks Group Wealth Management's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $70K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q2 2020.

Based on Marks Group Wealth Management's 13F filing for Q2 2020, filed 10 Aug 2020.