CA
JPI

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

Calton & Associates’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
2018
Q1 		– Sell
-162
Closed -$3K – 843
2017
Q4 		$3K Buy
+162
New +$4.07K ﹤0.01% 1333

Other funds holding JPI

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Calton & Associates sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2018, closing a stake of 162 shares — an estimated $3K sold.

Calton & Associates first reported a position in JPI in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 55 funds tracked by Wall St. Rank hold JPI as of Q1 2018.

  • Calton & Associates reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 162 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $3K in Q4 2017.
  • 55 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2018.

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