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AT Bancorp’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

AT Bancorp’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
Q3 		– Sell
-2,027
Closed -$21K – 263
2017
Q2 		$21K Buy
+2,027
New +$20.6K ﹤0.01% 291

Other funds holding JPC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AT Bancorp's JPC Position: Q3 2017 in Review

AT Bancorp sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2017, closing a stake of 2,027 shares — an estimated $21K sold.

AT Bancorp first reported a position in JPC in Q2 2017 and held it in 1 quarter. The position peaked at $21K in Q2 2017. 116 funds tracked by Wall St. Rank hold JPC as of Q3 2017.

  • AT Bancorp reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2017 after selling out during the quarter.
  • AT Bancorp sold 2,027 Nuveen Preferred & Income Opportunities Fund shares in Q3 2017, an estimated $21K.
  • AT Bancorp first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2017 and held it in 1 quarter.
  • AT Bancorp's Nuveen Preferred & Income Opportunities Fund position peaked at $21K in Q2 2017.
  • 116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2017.

Based on AT Bancorp's 13F filing for Q3 2017, filed 8 Nov 2017.