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Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
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High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Stock index based on fund manager consensus updated each quarter
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SDWIA
JMF
Schwarz Dygos Wheeler Investment Advisors’s
NUVEEN ENERGY MLP TOTAL RETURN FUND
JMF
Stock Holding History
Schwarz Dygos Wheeler Investment Advisors’s Portfolio
JMF Stock Details
JMF Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q1
–
Sell
2019
Q4
$854K
Sell
2019
Q3
$1.13M
Buy
2019
Q2
$1.07M
Buy
2019
Q1
$1.02M
Buy
2018
Q4
$716K
Buy
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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