Cornerstone Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Cornerstone Wealth Management’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
2018 Q4	–	Sell	-9,513	Closed	-$900K	–	769
2018 Q3	$900K	Buy	9,513 +1,035	+12%	+$9.68K	0.01%	740
2018 Q2	$900K	Buy	+8,478	New	+$83.2K	0.01%	809

Other funds holding JPC

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

AAMU

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

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

FFA

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cornerstone Wealth Management's JPC Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2018, closing a stake of 9,513 shares — an estimated $900K sold.

Cornerstone Wealth Management first reported a position in JPC in Q2 2018 and held it in 2 quarters. The position peaked at $900K in Q3 2018. 124 funds tracked by Wall St. Rank hold JPC as of Q4 2018.

Cornerstone Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 9,513 Nuveen Preferred & Income Opportunities Fund shares in Q4 2018, an estimated $900K.
Cornerstone Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2018 and held it in 2 quarters.
Cornerstone Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $900K in Q3 2018.
124 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.