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

Bruderman 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
2019 Q2	–	Sell	-3,700	Closed	-$35K	–	341
2019 Q1	$35K	Hold	3,700	–	–	0.01%	313
2018 Q4	$31K	Buy	+3,700	New	+$32.7K	0.01%	297

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

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

FFA

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

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

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

Bruderman Asset Management's JPC Position: Q2 2019 in Review

Bruderman Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2019, closing a stake of 3,700 shares — an estimated $35K sold.

Bruderman Asset Management first reported a position in JPC in Q4 2018 and held it in 2 quarters. The position peaked at $35K in Q1 2019. 114 funds tracked by Wall St. Rank hold JPC as of Q2 2019.

Bruderman Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 3,700 Nuveen Preferred & Income Opportunities Fund shares in Q2 2019, an estimated $35K.
Bruderman Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2018 and held it in 2 quarters.
Bruderman Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $35K in Q1 2019.
114 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.