Commonwealth Financial Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Commonwealth Financial Services’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
2017 Q1	$7K	Hold	700	–	–	0.01%	217
2016 Q4	$7K	Hold	700	–	–	0.01%	194
2016 Q3	$7K	Hold	700	–	–	0.01%	193
2016 Q2	$7K	Hold	700	–	–	0.01%	197
2016 Q1	$7K	Hold	700	–	–	0.01%	170
2015 Q4	$6K	Hold	700	–	–	0.02%	179
2015 Q3	$6K	Hold	700	–	–	0.01%	181
2015 Q2	$6K	Hold	700	–	–	0.01%	200
2015 Q1	$7K	Hold	700	–	–	0.01%	198
2014 Q4	$7K	Buy	+700	New	+$6.53K	0.01%	189

Other funds holding JPC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Financial Services's JPC Position: Q1 2017 in Review

Commonwealth Financial Services held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q1 2017 at 700 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #217.

Commonwealth Financial Services first reported a position in JPC in Q4 2014 and has held it in 10 quarters since. 116 funds tracked by Wall St. Rank hold JPC as of Q1 2017.

Commonwealth Financial Services held 700 shares of Nuveen Preferred & Income Opportunities Fund worth $7K as of Q1 2017.
Commonwealth Financial Services left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q1 2017.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Commonwealth Financial Services's portfolio in Q1 2017, its #217 holding.
Commonwealth Financial Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2014 and has held it in 10 quarters since.
116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.