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Stratos Wealth Partners’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Stratos Wealth Partners’s Portfolio JLS Stock Details JLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-960
Closed -$23K – 1686
2018
Q3 		$23K Buy
+960
New +$22.8K ﹤0.01% 1807

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Stratos Wealth Partners's JLS Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Nuveen Mortgage and Income Fund (JLS) in Q4 2018, closing a stake of 960 shares — an estimated $23K sold.

Stratos Wealth Partners first reported a position in JLS in Q3 2018 and held it in 1 quarter. The position peaked at $23K in Q3 2018. 44 funds tracked by Wall St. Rank hold JLS as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Nuveen Mortgage and Income Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 960 Nuveen Mortgage and Income Fund shares in Q4 2018, an estimated $23K.
  • Stratos Wealth Partners first reported a position in Nuveen Mortgage and Income Fund in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Nuveen Mortgage and Income Fund position peaked at $23K in Q3 2018.
  • 44 funds tracked by Wall St. Rank held Nuveen Mortgage and Income Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.