WFG Advisors’s NUVEEN ENERGY MLP TOTAL RETURN FUND JMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$11K Buy
830
+240
+41% +$3.16K ﹤0.01% 1120
2017
Q1
$8K Sell
590
-240
-29% -$3.29K ﹤0.01% 1138
2016
Q4
$11K Hold
830
﹤0.01% 1091
2016
Q3
$11K Hold
830
﹤0.01% 1104
2016
Q2
$11K Buy
+830
New +$9.64K ﹤0.01% 1080

Other funds holding JMF

WFG Advisors's JMF Position: Q2 2017 in Review

WFG Advisors increased its NUVEEN ENERGY MLP TOTAL RETURN FUND (JMF) stake by 41% in Q2 2017, buying an estimated $3.16K and bringing the position to 830 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

WFG Advisors first reported a position in JMF in Q2 2016 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold JMF as of Q2 2017.

  • WFG Advisors held 830 shares of NUVEEN ENERGY MLP TOTAL RETURN FUND worth $11K as of Q2 2017.
  • WFG Advisors bought 240 NUVEEN ENERGY MLP TOTAL RETURN FUND shares in Q2 2017, an estimated $3.16K.
  • NUVEEN ENERGY MLP TOTAL RETURN FUND made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1120 holding.
  • WFG Advisors first reported a position in NUVEEN ENERGY MLP TOTAL RETURN FUND in Q2 2016 and has held it in 5 quarters since.
  • 66 funds tracked by Wall St. Rank held NUVEEN ENERGY MLP TOTAL RETURN FUND as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.