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

Financial Architects (New Jersey)’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
2017 Q4	–	Sell	-200	Closed	-$5K	–	1541
2017 Q3	$5K	Hold	200	–	–	﹤0.01%	1268
2017 Q2	$5K	Hold	200	–	–	﹤0.01%	1282
2017 Q1	$5K	Hold	200	–	–	﹤0.01%	1285
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	1151
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	1146
2016 Q2	$5K	Buy	+200	New	+$4.72K	﹤0.01%	1125

Other funds holding JPI

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

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

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

CRC

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IAM

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Financial Architects (New Jersey)'s JPI Position: Q4 2017 in Review

Financial Architects (New Jersey) sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2017, closing a stake of 200 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in JPI in Q2 2016 and held it in 6 quarters. The position peaked at $5K in Q3 2017. 54 funds tracked by Wall St. Rank hold JPI as of Q4 2017.

Financial Architects (New Jersey) reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2017, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2016 and held it in 6 quarters.
Financial Architects (New Jersey)'s Nuveen Preferred Securities & Income Opportunities Fund position peaked at $5K in Q3 2017.
54 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2017, filed 12 Feb 2018.