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

Bruderman Asset Management’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,700	Closed	-$61K	–	342
2019 Q1	$61K	Hold	2,700	–	–	0.01%	245
2018 Q4	$55K	Hold	2,700	–	–	0.01%	230
2018 Q3	$61K	Hold	2,700	–	–	0.01%	178
2018 Q2	$62K	Sell	2,700 -5,690	-68%	-$135K	0.02%	186
2018 Q1	$199K	Sell	8,390 -390	-4%	-$9.32K	0.05%	123
2017 Q4	$217K	Hold	8,780	–	–	0.06%	114
2017 Q3	$221K	Hold	8,780	–	–	0.06%	114
2017 Q2	$216K	Hold	8,780	–	–	0.06%	112
2017 Q1	$211K	Hold	8,780	–	–	0.06%	108
2016 Q4	$201K	Hold	8,780	–	–	0.06%	110
2016 Q3	$216K	Hold	8,780	–	–	0.06%	115
2016 Q2	$215K	Hold	8,780	–	–	0.07%	119
2016 Q1	$206K	Hold	8,780	–	–	0.07%	118
2015 Q4	$200K	Hold	8,780	–	–	0.08%	117
2015 Q3	$192K	Sell	8,780 -1,600	-15%	-$35.7K	0.08%	108
2015 Q2	$231K	Hold	10,380	–	–	0.09%	101
2015 Q1	$243K	Buy	+10,380	New	+$241K	0.09%	98

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Bruderman Asset Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2019, closing a stake of 2,700 shares — an estimated $61K sold.

Bruderman Asset Management first reported a position in JPI in Q1 2015 and held it in 17 quarters. The position peaked at $243K in Q1 2015. 58 funds tracked by Wall St. Rank hold JPI as of Q2 2019.

Bruderman Asset Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 2,700 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2019, an estimated $61K.
Bruderman Asset Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2015 and held it in 17 quarters.
Bruderman Asset Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $243K in Q1 2015.
58 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2019.

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