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

Apriem 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
2017 Q1	–	Sell	-750	Closed	-$7K	–	696
2016 Q4	$7K	Buy	+750	New	+$7.18K	﹤0.01%	469

Other funds holding JPC

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

FFA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apriem Advisors's JPC Position: Q1 2017 in Review

Apriem Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2017, closing a stake of 750 shares — an estimated $7K sold.

Apriem Advisors first reported a position in JPC in Q4 2016 and held it in 1 quarter. The position peaked at $7K in Q4 2016. 116 funds tracked by Wall St. Rank hold JPC as of Q1 2017.

Apriem Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2017 after selling out during the quarter.
Apriem Advisors sold 750 Nuveen Preferred & Income Opportunities Fund shares in Q1 2017, an estimated $7K.
Apriem Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2016 and held it in 1 quarter.
Apriem Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $7K in Q4 2016.
116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.