CIA
JPI

Capital Investment Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Capital Investment Advisors’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
-8,240
Closed -$204K – 524
2019
Q3 		$204K Buy
+8,240
New +$199K 0.01% 473
2018
Q2 		– Sell
-7,714
Closed -$183K – 501
2018
Q1 		$183K Buy
+7,714
New +$184K 0.01% 454
2017
Q3 		– Sell
-19,887
Closed -$489K – 474
2017
Q2 		$489K Sell
19,887
-1,181
-6% -$29.2K 0.04% 280
2017
Q1 		$507K Sell
21,068
-1,805
-8% -$42.9K 0.04% 275
2016
Q4 		$524K Sell
22,873
-3,363
-13% -$78.7K 0.04% 265
2016
Q3 		$646K Sell
26,236
-10,826
-29% -$267K 0.06% 237
2016
Q2 		$907K Sell
37,062
-28,682
-44% -$677K 0.09% 203
2016
Q1 		$1.54M Sell
65,744
-17,354
-21% -$400K 0.15% 129
2015
Q4 		$1.89M Buy
83,098
+3,617
+5% +$83K 0.19% 106
2015
Q3 		$1.74M Buy
79,481
+57,225
+257% +$1.28M 0.2% 115
2015
Q2 		$495K Buy
22,256
+4,552
+26% +$106K 0.05% 239
2015
Q1 		$415K Buy
17,704
+2,297
+15% +$53.4K 0.04% 266
2014
Q4 		$346K Buy
15,407
+5,482
+55% +$126K 0.04% 289
2014
Q3 		$227K Buy
+9,925
New +$231K 0.03% 334

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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
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 Investment Advisors's JPI Position: Q4 2019 in Review

Capital Investment Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2019, closing a stake of 8,240 shares — an estimated $204K sold.

Capital Investment Advisors first reported a position in JPI in Q3 2014 and held it in 14 quarters. The position peaked at $1.89M in Q4 2015. 59 funds tracked by Wall St. Rank hold JPI as of Q4 2019.

  • Capital Investment Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisors sold 8,240 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2019, an estimated $204K.
  • Capital Investment Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2014 and held it in 14 quarters.
  • Capital Investment Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $1.89M in Q4 2015.
  • 59 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2019.

Based on Capital Investment Advisors's 13F filing for Q4 2019, filed 21 Jan 2020.