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Cabot Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Cabot Wealth 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
2013
Q3 		– Sell
-111,604
Closed -$1.07M – 166
2013
Q2 		$1.07M Buy
+111,604
New +$1.13M 0.37% 98

Other funds holding JPC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Cabot Wealth Management's JPC Position: Q3 2013 in Review

Cabot Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2013, closing a stake of 111,604 shares — an estimated $1.07M sold.

Cabot Wealth Management first reported a position in JPC in Q2 2013 and held it in 1 quarter. The position peaked at $1.07M in Q2 2013. 78 funds tracked by Wall St. Rank hold JPC as of Q3 2013.

  • Cabot Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 111,604 Nuveen Preferred & Income Opportunities Fund shares in Q3 2013, an estimated $1.07M.
  • Cabot Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $1.07M in Q2 2013.
  • 78 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.