CWM
JPI

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

Cabot Wealth 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
2013
Q3 		– Sell
-9,070
Closed -$220K – 167
2013
Q2 		$220K Buy
+9,070
New +$228K 0.08% 170

Other funds holding JPI

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Cabot Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2013, closing a stake of 9,070 shares — an estimated $220K sold.

Cabot Wealth Management first reported a position in JPI in Q2 2013 and held it in 1 quarter. The position peaked at $220K in Q2 2013. 27 funds tracked by Wall St. Rank hold JPI as of Q3 2013.

  • Cabot Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 9,070 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2013, an estimated $220K.
  • Cabot Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $220K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2013.

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