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

Blume 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
2018 Q2	–	Sell	-300	Closed	-$3K	–	204
2018 Q1	$3K	Hold	300	–	–	﹤0.01%	201
2017 Q4	$3K	Hold	300	–	–	﹤0.01%	218
2017 Q3	$3K	Hold	300	–	–	﹤0.01%	230
2017 Q2	$3K	Hold	300	–	–	﹤0.01%	189
2017 Q1	$3K	Hold	300	–	–	﹤0.01%	190
2016 Q4	$3K	Hold	300	–	–	﹤0.01%	191
2016 Q3	$3K	Hold	300	–	–	﹤0.01%	183
2016 Q2	$3K	Hold	300	–	–	﹤0.01%	200
2016 Q1	$3K	Hold	300	–	–	﹤0.01%	225
2015 Q4	$3K	Hold	300	–	–	﹤0.01%	222
2015 Q3	$3K	Hold	300	–	–	﹤0.01%	224
2015 Q2	$3K	Hold	300	–	–	﹤0.01%	225
2015 Q1	$3K	Hold	300	–	–	﹤0.01%	265
2014 Q4	$3K	Buy	+300	New	+$2.8K	﹤0.01%	277

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BCI

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

AAMU

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PPA

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

FFA

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

Blume Capital Management's JPC Position: Q2 2018 in Review

Blume Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2018, closing a stake of 300 shares — an estimated $3K sold.

Blume Capital Management first reported a position in JPC in Q4 2014 and held it in 14 quarters. The position peaked at $3K in Q1 2018. 115 funds tracked by Wall St. Rank hold JPC as of Q2 2018.

Blume Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2018 after selling out during the quarter.
Blume Capital Management sold 300 Nuveen Preferred & Income Opportunities Fund shares in Q2 2018, an estimated $3K.
Blume Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2014 and held it in 14 quarters.
Blume Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $3K in Q1 2018.
115 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2018.

Based on Blume Capital Management's 13F filing for Q2 2018, filed 2 Aug 2018.