SS
JMF

Sunbelt Securities’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

Sunbelt Securities’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
Q1 		– Sell
-11,483
Closed -$89K – 706
2019
Q4 		$89K Buy
11,483
+114
+1% +$881 0.01% 582
2019
Q3 		$98K Buy
+11,369
New +$99K 0.01% 551

Other funds holding JMF

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sunbelt Securities's JMF Position: Q1 2020 in Review

Sunbelt Securities sold out of NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) in Q1 2020, closing a stake of 11,483 shares — an estimated $89K sold.

Sunbelt Securities first reported a position in JMF in Q3 2019 and held it in 2 quarters. The position peaked at $98K in Q3 2019. 57 funds tracked by Wall St. Rank hold JMF as of Q1 2020.

  • Sunbelt Securities reported no remaining NUVEEN ENERGY MLP TOTAL RETURN FUND position as of Q1 2020 after selling out during the quarter.
  • Sunbelt Securities sold 11,483 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q1 2020, an estimated $89K.
  • Sunbelt Securities first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q3 2019 and held it in 2 quarters.
  • Sunbelt Securities's NUVEEN ENERGY MLP TOTAL RETURN FUND position peaked at $98K in Q3 2019.
  • 57 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q1 2020.

Based on Sunbelt Securities's 13F filing for Q1 2020, filed 15 May 2020.