Archford Capital Strategies’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-5,597	Closed	-$55K	–	377
2019 Q2	$55K	Hold	5,597	–	–	0.02%	276
2019 Q1	$53K	Hold	5,597	–	–	0.02%	274
2018 Q4	$47K	Hold	5,597	–	–	0.02%	267
2018 Q3	$52K	Hold	5,597	–	–	0.02%	292
2018 Q2	$52K	Buy	5,597 +648	+13%	+$6.36K	0.02%	297
2018 Q1	$51K	Buy	+4,949	New	+$48.9K	0.02%	207
2017 Q2	–	Sell	-4,019	Closed	-$39K	–	408
2017 Q1	$39K	Buy	+4,019	New	+$39.7K	0.01%	301

Other funds holding JPC

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

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

BCI

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJA

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

Archford Capital Strategies's JPC Position: Q3 2019 in Review

Archford Capital Strategies sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2019, closing a stake of 5,597 shares — an estimated $55K sold.

Archford Capital Strategies first reported a position in JPC in Q1 2017 and held it in 7 quarters. The position peaked at $55K in Q2 2019. 117 funds tracked by Wall St. Rank hold JPC as of Q3 2019.

Archford Capital Strategies reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 5,597 Nuveen Preferred & Income Opportunities Fund shares in Q3 2019, an estimated $55K.
Archford Capital Strategies first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2017 and held it in 7 quarters.
Archford Capital Strategies's Nuveen Preferred & Income Opportunities Fund position peaked at $55K in Q2 2019.
117 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.