Ameritas Investment Company’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Ameritas Investment Company’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,364	Closed	-$60K	–	1003
2020 Q1	$60K	Buy	+3,364	New	+$79.3K	0.01%	641
2019 Q4	–	Sell	-1,204	Closed	-$30K	–	1187
2019 Q3	$30K	Buy	+1,204	New	+$29.1K	0.01%	804
2019 Q2	–	Sell	-6,092	Closed	-$137K	–	553
2019 Q1	$137K	Buy	+6,092	New	+$134K	0.03%	334

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

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

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

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

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

PAIM

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

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

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

RJA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameritas Investment Company's JPI Position: Q2 2020 in Review

Ameritas Investment Company sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2020, closing a stake of 3,364 shares — an estimated $60K sold.

Ameritas Investment Company first reported a position in JPI in Q1 2019 and held it in 3 quarters. The position peaked at $137K in Q1 2019. 54 funds tracked by Wall St. Rank hold JPI as of Q2 2020.

Ameritas Investment Company reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 3,364 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2020, an estimated $60K.
Ameritas Investment Company first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2019 and held it in 3 quarters.
Ameritas Investment Company's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $137K in Q1 2019.
54 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.