Evercore Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Evercore Wealth Management’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-100	Closed	-$2K	–	1062
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	992
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	992
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	911
2015 Q4	$2K	Hold	100	–	–	﹤0.01%	975
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	926
2015 Q2	$2K	Hold	100	–	–	﹤0.01%	1032
2015 Q1	$2K	Buy	+100	New	+$2.33K	﹤0.01%	963

Other funds holding JPI

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

IAM

ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evercore Wealth Management's JPI Position: Q4 2016 in Review

Evercore Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2016, closing a stake of 100 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in JPI in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q3 2016. 54 funds tracked by Wall St. Rank hold JPI as of Q4 2016.

Evercore Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2016 after selling out during the quarter.
Evercore Wealth Management sold 100 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2016, an estimated $2K.
Evercore Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2015 and held it in 7 quarters.
Evercore Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $2K in Q3 2016.
54 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.