MWM
JMLP

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

MinichMacGregor 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
2016
Q1 		– Sell
-215
Closed -$3K – 503
2015
Q4 		$3K Buy
+215
New +$1.92K ﹤0.01% 323

Other funds holding JMLP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MinichMacGregor Wealth Management's JMLP Position: Q1 2016 in Review

MinichMacGregor Wealth Management sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q1 2016, closing a stake of 215 shares — an estimated $3K sold.

MinichMacGregor Wealth Management first reported a position in JMLP in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 22 funds tracked by Wall St. Rank hold JMLP as of Q1 2016.

  • MinichMacGregor Wealth Management reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q1 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 215 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q1 2016, an estimated $3K.
  • MinichMacGregor Wealth Management first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q4 2015 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $3K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q1 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2016, filed 28 Jun 2018.