Anchor Capital Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Anchor Capital Advisors’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
2015 Q2	–	Sell	-11,250	Closed	-$107K	–	291
2015 Q1	$107K	Hold	11,250	–	–	﹤0.01%	295
2014 Q4	$108K	Sell	11,250 -18,750	-63%	-$175K	﹤0.01%	307
2014 Q3	$276K	Hold	30,000	–	–	0.01%	285
2014 Q2	$291K	Hold	30,000	–	–	0.01%	284
2014 Q1	$279K	Buy	+30,000	New	+$274K	0.01%	280

Other funds holding JPC

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

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

PPA

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

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

TFMS

Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Anchor Capital Advisors's JPC Position: Q2 2015 in Review

Anchor Capital Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2015, closing a stake of 11,250 shares — an estimated $107K sold.

Anchor Capital Advisors first reported a position in JPC in Q1 2014 and held it in 5 quarters. The position peaked at $291K in Q2 2014. 94 funds tracked by Wall St. Rank hold JPC as of Q2 2015.

Anchor Capital Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2015 after selling out during the quarter.
Anchor Capital Advisors sold 11,250 Nuveen Preferred & Income Opportunities Fund shares in Q2 2015, an estimated $107K.
Anchor Capital Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2014 and held it in 5 quarters.
Anchor Capital Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $291K in Q2 2014.
94 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2015.

Based on Anchor Capital Advisors's 13F filing for Q2 2015, filed 6 Aug 2015.