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Acrospire Investment Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Acrospire Investment Management’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-100
Closed -$1K – 2351
2017
Q1 		$1K Sell
100
-500
-83% -$4.94K ﹤0.01% 2148
2016
Q4 		$6K Buy
+600
New +$5.75K ﹤0.01% 2032

Other funds holding JPC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Acrospire Investment Management's JPC Position: Q2 2017 in Review

Acrospire Investment Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2017, closing a stake of 100 shares — an estimated $1K sold.

Acrospire Investment Management first reported a position in JPC in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 117 funds tracked by Wall St. Rank hold JPC as of Q2 2017.

  • Acrospire Investment Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 100 Nuveen Preferred & Income Opportunities Fund shares in Q2 2017, an estimated $1K.
  • Acrospire Investment Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2016 and held it in 2 quarters.
  • Acrospire Investment Management's Nuveen Preferred & Income Opportunities Fund position peaked at $6K in Q4 2016.
  • 117 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.