Financial Architects (New Jersey)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Financial Architects (New Jersey)’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 Q1	–	Sell	-900	Closed	-$9K	–	1498
2017 Q4	$9K	Sell	900 -250	-22%	-$2.62K	﹤0.01%	1176
2017 Q3	$12K	Buy	1,150 +80	+7%	+$839	﹤0.01%	1078
2017 Q2	$11K	Buy	1,070 +100	+10%	+$1.02K	﹤0.01%	1111
2017 Q1	$10K	Buy	970 +170	+21%	+$1.68K	﹤0.01%	1136
2016 Q4	$8K	Buy	800 +300	+60%	+$2.87K	﹤0.01%	1059
2016 Q3	$5K	Hold	500	–	–	﹤0.01%	1145
2016 Q2	$5K	Buy	+500	New	+$4.95K	﹤0.01%	1124

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

Financial Architects (New Jersey)'s JPC Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2018, closing a stake of 900 shares — an estimated $9K sold.

Financial Architects (New Jersey) first reported a position in JPC in Q2 2016 and held it in 7 quarters. The position peaked at $12K in Q3 2017. 102 funds tracked by Wall St. Rank hold JPC as of Q1 2018.

Financial Architects (New Jersey) reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 900 Nuveen Preferred & Income Opportunities Fund shares in Q1 2018, an estimated $9K.
Financial Architects (New Jersey) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and held it in 7 quarters.
Financial Architects (New Jersey)'s Nuveen Preferred & Income Opportunities Fund position peaked at $12K in Q3 2017.
102 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.