People's United Financial’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

People's United Financial’s Portfolio JMF Stock Details JMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-500	Closed	-$7K	–	1047
2016 Q3	$7K	Hold	500	–	–	﹤0.01%	771
2016 Q2	$7K	Hold	500	–	–	﹤0.01%	771
2016 Q1	$5K	Hold	500	–	–	﹤0.01%	783
2015 Q4	$6K	Hold	500	–	–	﹤0.01%	769
2015 Q3	$6K	Hold	500	–	–	﹤0.01%	751
2015 Q2	$8K	Hold	500	–	–	﹤0.01%	712
2015 Q1	$9K	Hold	500	–	–	﹤0.01%	699
2014 Q4	$10K	Hold	500	–	–	﹤0.01%	698
2014 Q3	$11K	Hold	500	–	–	﹤0.01%	683
2014 Q2	$11K	Hold	500	–	–	﹤0.01%	697
2014 Q1	$10K	Hold	500	–	–	﹤0.01%	677
2013 Q4	$10K	Hold	500	–	–	﹤0.01%	670
2013 Q3	$9K	Buy	+500	New	+$9.86K	﹤0.01%	681

Other funds holding JMF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

People's United Financial's JMF Position: Q4 2016 in Review

People's United Financial sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q4 2016, closing a stake of 500 shares — an estimated $7K sold.

People's United Financial first reported a position in JMF in Q3 2013 and held it in 13 quarters. The position peaked at $11K in Q3 2014. 61 funds tracked by Wall St. Rank hold JMF as of Q4 2016.

People's United Financial reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q4 2016 after selling out during the quarter.
People's United Financial sold 500 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q4 2016, an estimated $7K.
People's United Financial first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q3 2013 and held it in 13 quarters.
People's United Financial's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $11K in Q3 2014.
61 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q4 2016.

Based on People's United Financial's 13F filing for Q4 2016, filed 13 Feb 2017.