PFGIA
JMLP

Patriot Financial Group Insurance Agency’s NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND JMLP Stock Holding History

Patriot Financial Group Insurance Agency’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
2018
Q2 		– Sell
-200
Closed -$1K – 963
2018
Q1 		$1K Buy
+200
New +$1.69K ﹤0.01% 941

Other funds holding JMLP

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JMLP Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND (JMLP) in Q2 2018, closing a stake of 200 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in JMLP in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 27 funds tracked by Wall St. Rank hold JMLP as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND shares in Q2 2018, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND in Q1 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND position peaked at $1K in Q1 2018.
  • 27 funds tracked by Wall St. Rank held NUVEEN ALL CAP ENERGY MLP OPPORTUNITIES FUND as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.