Wealthspire Advisors (Maryland)’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

Wealthspire Advisors (Maryland)’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 Q1	–	Hold	0	–	–	–	1868
2018 Q4	–	Hold	0	–	–	–	1890
2018 Q3	–	Hold	0	–	–	–	1762
2018 Q2	–	Hold	0	–	–	–	1757
2018 Q1	–	Hold	0	–	–	–	1858
2017 Q3	–	Hold	0	–	–	–	1771
2017 Q2	–	Hold	0	–	–	–	1682

Other funds holding JMF

Bank of America

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return