Advisor Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Advisor Group’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
2019 Q4	$1.04M	Buy	99,437 +3,785	+4%	+$38.5K	0.01%	1167
2019 Q3	$961K	Sell	95,652 -7,871	-8%	-$77.9K	0.01%	1164
2019 Q2	$1.02M	Buy	103,523 +13,267	+15%	+$128K	0.01%	1120
2019 Q1	$861K	Buy	90,256 +5,157	+6%	+$47.4K	0.01%	1195
2018 Q4	$710K	Sell	85,099 -388	-0.5%	-$3.43K	0.01%	1168
2018 Q3	$792K	Buy	85,487 +11,809	+16%	+$110K	0.01%	1139
2018 Q2	$687K	Buy	73,678 +2,967	+4%	+$29.1K	0.01%	1100
2018 Q1	$708K	Sell	70,711 -3,475	-5%	-$34.3K	0.01%	1080
2017 Q4	$767K	Buy	74,186 +2,466	+3%	+$25.8K	0.01%	1063
2017 Q3	$758K	Buy	71,720 +14,076	+24%	+$148K	0.01%	971
2017 Q2	$599K	Buy	57,644 +13,860	+32%	+$141K	0.01%	1039
2017 Q1	$429K	Buy	43,784 +10,367	+31%	+$102K	0.01%	1159
2016 Q4	$329K	Buy	33,417 +8,679	+35%	+$83.1K	0.01%	1252
2016 Q3	$249K	Buy	24,738 +1,436	+6%	+$14.8K	0.01%	1379
2016 Q2	$231K	Buy	+23,302	New	+$230K	0.01%	1362

Other funds holding JPC

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Advisor Group's JPC Position: Q4 2019 in Review

Advisor Group increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 4% in Q4 2019, buying an estimated $38.5K and bringing the position to 99,437 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1167.

Advisor Group first reported a position in JPC in Q2 2016 and has held it in 15 quarters since. 118 funds tracked by Wall St. Rank hold JPC as of Q4 2019.

Advisor Group held 99,437 shares of Nuveen Preferred & Income Opportunities Fund worth $1.04M as of Q4 2019.
Advisor Group bought 3,785 Nuveen Preferred & Income Opportunities Fund shares in Q4 2019, an estimated $38.5K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1167 holding.
Advisor Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and has held it in 15 quarters since.
118 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.