Steward Partners Investment Advisory’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

Steward Partners Investment Advisory’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
2020 Q2	–	Sell	-160,583	Closed	-$231K	–	2827
2020 Q1	$231K	Buy	160,583 +129,361	+414%	+$748K	0.01%	746
2019 Q4	$242K	Sell	31,222 -38,666	-55%	-$299K	0.01%	826
2019 Q3	$604K	Buy	69,888 +14,855	+27%	+$129K	0.02%	535
2019 Q2	$501K	Buy	55,033 +13,462	+32%	+$125K	0.02%	561
2019 Q1	$401K	Buy	41,571 +10,694	+35%	+$99.3K	0.02%	566
2018 Q4	$250K	Buy	30,877 +27,177	+735%	+$259K	0.01%	641
2018 Q3	$41K	Buy	+3,700	New	+$40.3K	﹤0.01%	1282

Steward Partners Investment Advisory's JMF Position: Q2 2020 in Review

Steward Partners Investment Advisory sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q2 2020, closing a stake of 160,583 shares — an estimated $231K sold.

Steward Partners Investment Advisory first reported a position in JMF in Q3 2018 and held it in 7 quarters. The position peaked at $604K in Q3 2019. 0 funds tracked by Wall St. Rank hold JMF as of Q2 2020.

Steward Partners Investment Advisory reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q2 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 160,583 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q2 2020, an estimated $231K.
Steward Partners Investment Advisory first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q3 2018 and held it in 7 quarters.
Steward Partners Investment Advisory's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $604K in Q3 2019.
0 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q2 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2020, filed 6 Aug 2020.