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Financial Advantage’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Financial Advantage’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
2014
Q1 		– Sell
-91
Closed -$1K – 165
2013
Q4 		$1K Buy
+91
New +$794 ﹤0.01% 217

Other funds holding JPC

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

Financial Advantage's JPC Position: Q1 2014 in Review

Financial Advantage sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2014, closing a stake of 91 shares — an estimated $1K sold.

Financial Advantage first reported a position in JPC in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 92 funds tracked by Wall St. Rank hold JPC as of Q1 2014.

  • Financial Advantage reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2014 after selling out during the quarter.
  • Financial Advantage sold 91 Nuveen Preferred & Income Opportunities Fund shares in Q1 2014, an estimated $1K.
  • Financial Advantage first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2013 and held it in 1 quarter.
  • Financial Advantage's Nuveen Preferred & Income Opportunities Fund position peaked at $1K in Q4 2013.
  • 92 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2014.

Based on Financial Advantage's 13F filing for Q1 2014, filed 9 May 2014.