Calton & Associates’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Calton & Associates’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	-12,021	Closed	-$120K	–	842
2017 Q4	$120K	Buy	+12,021	New	+$126K	0.03%	439

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

Calton & Associates's JPC Position: Q1 2018 in Review

Calton & Associates sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2018, closing a stake of 12,021 shares — an estimated $120K sold.

Calton & Associates first reported a position in JPC in Q4 2017 and held it in 1 quarter. The position peaked at $120K in Q4 2017. 102 funds tracked by Wall St. Rank hold JPC as of Q1 2018.

Calton & Associates reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 12,021 Nuveen Preferred & Income Opportunities Fund shares in Q1 2018, an estimated $120K.
Calton & Associates first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2017 and held it in 1 quarter.
Calton & Associates's Nuveen Preferred & Income Opportunities Fund position peaked at $120K in Q4 2017.
102 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.