SIM
JMF

Sonora Investment Management’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

Sonora Investment Management’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
2019
Q2 		– Sell
-545
Closed -$5K – 1764
2019
Q1 		$5K Buy
+545
New +$5.06K ﹤0.01% 1249

Other funds holding JMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return

Sonora Investment Management's JMF Position: Q2 2019 in Review

Sonora Investment Management sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q2 2019, closing a stake of 545 shares — an estimated $5K sold.

Sonora Investment Management first reported a position in JMF in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 62 funds tracked by Wall St. Rank hold JMF as of Q2 2019.

  • Sonora Investment Management reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q2 2019 after selling out during the quarter.
  • Sonora Investment Management sold 545 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q2 2019, an estimated $5K.
  • Sonora Investment Management first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q1 2019 and held it in 1 quarter.
  • Sonora Investment Management's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $5K in Q1 2019.
  • 62 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.