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Claraphi Advisory Network’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Claraphi Advisory Network’s Portfolio JPC Stock Details JPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,800
Closed -$50K – 767
2020
Q1 		$50K Buy
+6,800
New +$64.5K 0.02% 468

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Claraphi Advisory Network's JPC Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2020, closing a stake of 6,800 shares — an estimated $50K sold.

Claraphi Advisory Network first reported a position in JPC in Q1 2020 and held it in 1 quarter. The position peaked at $50K in Q1 2020. 110 funds tracked by Wall St. Rank hold JPC as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 6,800 Nuveen Preferred & Income Opportunities Fund shares in Q2 2020, an estimated $50K.
  • Claraphi Advisory Network first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Nuveen Preferred & Income Opportunities Fund position peaked at $50K in Q1 2020.
  • 110 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.