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

EP Wealth 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
2020
Q1 		– Sell
-15,917
Closed -$166K – 405
2019
Q4 		$166K Buy
+15,917
New +$162K 0.01% 405

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

EP Wealth Advisors's JPC Position: Q1 2020 in Review

EP Wealth Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2020, closing a stake of 15,917 shares — an estimated $166K sold.

EP Wealth Advisors first reported a position in JPC in Q4 2019 and held it in 1 quarter. The position peaked at $166K in Q4 2019. 116 funds tracked by Wall St. Rank hold JPC as of Q1 2020.

  • EP Wealth Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • EP Wealth Advisors sold 15,917 Nuveen Preferred & Income Opportunities Fund shares in Q1 2020, an estimated $166K.
  • EP Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2019 and held it in 1 quarter.
  • EP Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $166K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2020.

Based on EP Wealth Advisors's 13F filing for Q1 2020, filed 18 May 2020.