Wealthspire Advisors (Maryland)’s Nuveen Mortgage and Income Fund JLS Stock Holding History

Wealthspire Advisors (Maryland)’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	–	Hold	0	–	–	–	1664
2018 Q1	–	Hold	0	–	–	–	1402
2017 Q3	–	Hold	0	–	–	–	1195
2017 Q2	–	Hold	0	–	–	–	1156
2017 Q1	–	Hold	0	–	–	–	996
2016 Q4	–	Hold	0	–	–	–	945
2016 Q3	–	Hold	0	–	–	–	984
2016 Q2	–	Hold	0	–	–	–	924
2016 Q1	–	Hold	0	–	–	–	970
2015 Q4	–	Hold	0	–	–	–	964

Other funds holding JLS

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return