FineMark National Bank & Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

FineMark National Bank & Trust’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 Q3	–	Sell	-25,097	Closed	-$234K	–	369
2018 Q2	$234K	Buy	25,097 +4,965	+25%	+$48.7K	0.01%	356
2018 Q1	$202K	Hold	20,132	–	–	0.01%	373
2017 Q4	$208K	Hold	20,132	–	–	0.01%	347
2017 Q3	$213K	Hold	20,132	–	–	0.01%	345
2017 Q2	$209K	Hold	20,132	–	–	0.02%	332
2017 Q1	$197K	Buy	20,132 +15,140	+303%	+$150K	0.01%	349
2016 Q4	$49K	Sell	4,992 -33,630	-87%	-$322K	﹤0.01%	629
2016 Q3	$387K	Buy	38,622 +28,638	+287%	+$295K	0.04%	243
2016 Q2	$100K	Sell	9,984 -9,986	-50%	-$98.8K	0.01%	443
2016 Q1	$187K	Hold	19,970	–	–	0.02%	312
2015 Q4	$183K	Buy	+19,970	New	+$183K	0.02%	335

Other funds holding JPC

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

Cohen & Steers New York $57.6B AUM 8.03% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

FineMark National Bank & Trust's JPC Position: Q3 2018 in Review

FineMark National Bank & Trust sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2018, closing a stake of 25,097 shares — an estimated $234K sold.

FineMark National Bank & Trust first reported a position in JPC in Q4 2015 and held it in 11 quarters. The position peaked at $387K in Q3 2016. 117 funds tracked by Wall St. Rank hold JPC as of Q3 2018.

FineMark National Bank & Trust reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2018 after selling out during the quarter.
FineMark National Bank & Trust sold 25,097 Nuveen Preferred & Income Opportunities Fund shares in Q3 2018, an estimated $234K.
FineMark National Bank & Trust first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2015 and held it in 11 quarters.
FineMark National Bank & Trust's Nuveen Preferred & Income Opportunities Fund position peaked at $387K in Q3 2016.
117 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2018.

Based on FineMark National Bank & Trust's 13F filing for Q3 2018, filed 2 Nov 2018.