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

Capital Investment 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	-800	Closed	-$20K	–	922
2019 Q3	$20K	Hold	800	–	–	0.01%	811
2019 Q2	$19K	Hold	800	–	–	0.01%	794
2019 Q1	$18K	Hold	800	–	–	0.01%	708
2018 Q4	$16K	Buy	+800	New	+$17.1K	0.01%	692

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 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 Investment Advisory Services's JPI Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2019, closing a stake of 800 shares — an estimated $20K sold.

Capital Investment Advisory Services first reported a position in JPI in Q4 2018 and held it in 4 quarters. The position peaked at $20K in Q3 2019. 59 funds tracked by Wall St. Rank hold JPI as of Q4 2019.

Capital Investment Advisory Services reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 800 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2019, an estimated $20K.
Capital Investment Advisory Services first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $20K in Q3 2019.
59 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.