Capital Advisory Group Advisory Services’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-617	Closed	-$14K	–	311
2019 Q3	$14K	Hold	617	–	–	0.01%	250
2019 Q2	$14K	Hold	617	–	–	0.01%	251
2019 Q1	$14K	Hold	617	–	–	0.01%	249
2018 Q4	$12K	Hold	617	–	–	0.01%	229
2018 Q3	$14K	Hold	617	–	–	0.01%	225
2018 Q2	$14K	Hold	617	–	–	0.01%	215
2018 Q1	$14K	Buy	+617	New	+$14.7K	0.01%	211

Other funds holding JPI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWM

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

Capital Advisory Group Advisory Services's JPI Position: Q4 2019 in Review

Capital Advisory Group Advisory Services sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2019, closing a stake of 617 shares — an estimated $14K sold.

Capital Advisory Group Advisory Services first reported a position in JPI in Q1 2018 and held it in 7 quarters. The position peaked at $14K in Q3 2019. 59 funds tracked by Wall St. Rank hold JPI as of Q4 2019.

Capital Advisory Group Advisory Services reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2019 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 617 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2019, an estimated $14K.
Capital Advisory Group Advisory Services first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2018 and held it in 7 quarters.
Capital Advisory Group Advisory Services's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $14K in Q3 2019.
59 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.