Brave Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Brave Asset 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 Q1	–	Sell	-30,725	Closed	-$318K	–	170
2017 Q4	$318K	Buy	30,725 +1,800	+6%	+$18.8K	0.17%	103
2017 Q3	$306K	Hold	28,925	–	–	0.16%	102
2017 Q2	$301K	Buy	+28,925	New	+$294K	0.16%	105

Other funds holding JPC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

FFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brave Asset Management's JPC Position: Q1 2018 in Review

Brave Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2018, closing a stake of 30,725 shares — an estimated $318K sold.

Brave Asset Management first reported a position in JPC in Q2 2017 and held it in 3 quarters. The position peaked at $318K in Q4 2017. 102 funds tracked by Wall St. Rank hold JPC as of Q1 2018.

Brave Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2018 after selling out during the quarter.
Brave Asset Management sold 30,725 Nuveen Preferred & Income Opportunities Fund shares in Q1 2018, an estimated $318K.
Brave Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2017 and held it in 3 quarters.
Brave Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $318K in Q4 2017.
102 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2018.

Based on Brave Asset Management's 13F filing for Q1 2018, filed 26 Apr 2018.