CF
JPI

Centaurus Financial’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Centaurus Financial’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
Q3 		– Sell
-3,754
Closed -$87K – 1328
2018
Q2 		$87K Buy
+3,754
New +$89K 0.01% 758

Other funds holding JPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Centaurus Financial's JPI Position: Q3 2018 in Review

Centaurus Financial sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2018, closing a stake of 3,754 shares — an estimated $87K sold.

Centaurus Financial first reported a position in JPI in Q2 2018 and held it in 1 quarter. The position peaked at $87K in Q2 2018. 54 funds tracked by Wall St. Rank hold JPI as of Q3 2018.

  • Centaurus Financial reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 3,754 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2018, an estimated $87K.
  • Centaurus Financial first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $87K in Q2 2018.
  • 54 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.