Doliver Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Doliver Advisors’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	-105,362	Closed	-$977K	–	187
2018 Q3	$977K	Buy	105,362 +90,916	+629%	+$851K	0.4%	30
2018 Q2	$135K	Sell	14,446 -55,830	-79%	-$548K	0.06%	274
2018 Q1	$703K	Buy	+70,276	New	+$694K	0.31%	44
2017 Q2	–	Sell	-35,727	Closed	-$350K	–	275
2017 Q1	$350K	Buy	+35,727	New	+$353K	0.28%	122
2016 Q4	–	Sell	-51,561	Closed	-$517K	–	243
2016 Q3	$517K	Buy	+51,561	New	+$530K	0.44%	73
2016 Q1	–	Sell	-58,183	Closed	-$533K	–	180
2015 Q4	$533K	Buy	58,183 +40,406	+227%	+$370K	0.42%	69
2015 Q3	$160K	Sell	17,777 -18,740	-51%	-$172K	0.12%	173
2015 Q2	$334K	Sell	36,517 -18,101	-33%	-$173K	0.22%	150
2015 Q1	$521K	Buy	+54,618	New	+$520K	0.34%	105
2014 Q4	–	Sell	-116,833	Closed	-$1.07M	–	256
2014 Q3	$1.07M	Buy	116,833 +69,161	+145%	+$652K	0.74%	23
2014 Q2	$462K	Buy	47,672 +25,001	+110%	+$238K	0.4%	101
2014 Q1	$211K	Sell	22,671 -23,322	-51%	-$213K	0.14%	201
2013 Q4	$408K	Sell	45,993 -34,800	-43%	-$304K	0.26%	150
2013 Q3	$701K	Buy	80,793 +37,225	+85%	+$335K	0.43%	59
2013 Q2	$416K	Buy	+43,568	New	+$441K	0.25%	191

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

Doliver Advisors's JPC Position: Q4 2018 in Review

Doliver Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2018, closing a stake of 105,362 shares — an estimated $977K sold.

Doliver Advisors first reported a position in JPC in Q2 2013 and held it in 15 quarters. The position peaked at $1.07M in Q3 2014. 124 funds tracked by Wall St. Rank hold JPC as of Q4 2018.

Doliver Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Doliver Advisors sold 105,362 Nuveen Preferred & Income Opportunities Fund shares in Q4 2018, an estimated $977K.
Doliver Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 15 quarters.
Doliver Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $1.07M in Q3 2014.
124 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2018.

Based on Doliver Advisors's 13F filing for Q4 2018, filed 31 Jan 2019.