ACM
JPC icon

Aviance Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Aviance Capital Management’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
2014
Q1 		– Sell
-124
Closed -$1K – 349
2013
Q4 		$1K Hold
124
– – ﹤0.01% 416
2013
Q3 		$1K Sell
124
-85,232
-100% -$767K ﹤0.01% 434
2013
Q2 		$815K Buy
+85,356
New +$864K 0.45% 69

Other funds holding JPC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

Aviance Capital Management's JPC Position: Q1 2014 in Review

Aviance Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2014, closing a stake of 124 shares — an estimated $1K sold.

Aviance Capital Management first reported a position in JPC in Q2 2013 and held it in 3 quarters. The position peaked at $815K in Q2 2013. 92 funds tracked by Wall St. Rank hold JPC as of Q1 2014.

  • Aviance Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2014 after selling out during the quarter.
  • Aviance Capital Management sold 124 Nuveen Preferred & Income Opportunities Fund shares in Q1 2014, an estimated $1K.
  • Aviance Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 3 quarters.
  • Aviance Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $815K in Q2 2013.
  • 92 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2014.

Based on Aviance Capital Management's 13F filing for Q1 2014, filed 15 May 2014.