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Crosspoint Capital Strategies’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-1,070
Closed -$10K – 493
2015
Q4 		$10K Buy
+1,070
New +$9.79K ﹤0.01% 695

Other funds holding JPC

MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Crosspoint Capital Strategies's JPC Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2016, closing a stake of 1,070 shares — an estimated $10K sold.

Crosspoint Capital Strategies first reported a position in JPC in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 96 funds tracked by Wall St. Rank hold JPC as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 1,070 Nuveen Preferred & Income Opportunities Fund shares in Q1 2016, an estimated $10K.
  • Crosspoint Capital Strategies first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Nuveen Preferred & Income Opportunities Fund position peaked at $10K in Q4 2015.
  • 96 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.