First Allied Advisory Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

First Allied Advisory Services’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
2020 Q3	$144K	Sell	17,018 -445	-3%	-$3.83K	﹤0.01%	1109
2020 Q2	$144K	Buy	17,463 +2,113	+14%	+$16.9K	0.01%	1044
2020 Q1	$113K	Buy	15,350 +186	+1%	+$1.77K	﹤0.01%	994
2019 Q4	$155K	Sell	15,164 -201	-1%	-$2.04K	0.01%	1152
2019 Q3	$152K	Buy	15,365 +2,763	+22%	+$27.3K	0.01%	1158
2019 Q2	$125K	Sell	12,602 -336	-3%	-$3.24K	﹤0.01%	1147
2019 Q1	$126K	Sell	12,938 -553	-4%	-$5.09K	﹤0.01%	1104
2018 Q4	$110K	Buy	13,491 +531	+4%	+$4.69K	﹤0.01%	1016
2018 Q3	$120K	Buy	12,960 +214	+2%	+$2K	﹤0.01%	1135
2018 Q2	$119K	Buy	+12,746	New	+$125K	﹤0.01%	1104
2018 Q1	–	Sell	-10,073	Closed	-$102K	–	1325
2017 Q4	$102K	Buy	10,073 +39	+0.4%	+$408	﹤0.01%	1200
2017 Q3	$107K	Buy	+10,034	New	+$105K	﹤0.01%	1085
2017 Q2	–	Sell	-11,177	Closed	-$110K	–	1168
2017 Q1	$110K	Buy	11,177 +15	+0.1%	+$148	0.01%	1056
2016 Q4	$110K	Buy	11,162 +31	+0.3%	+$297	0.01%	1058
2016 Q3	$112K	Buy	11,131 +22	+0.2%	+$226	0.01%	996
2016 Q2	$111K	Sell	11,109 -5,079	-31%	-$50.2K	0.01%	994
2016 Q1	$152K	Sell	16,188 -22,886	-59%	-$212K	0.01%	939
2015 Q4	$357K	Buy	39,074 +22,041	+129%	+$202K	0.02%	713
2015 Q3	$152K	Buy	17,033 +59	+0.3%	+$541	0.01%	967
2015 Q2	$155K	Buy	16,974 +72	+0.4%	+$687	0.01%	1067
2015 Q1	$164K	Sell	16,902 -1,758	-9%	-$16.7K	0.01%	991
2014 Q4	$182K	Buy	18,660 +1,026	+6%	+$9.57K	0.01%	946
2014 Q3	$163K	Sell	17,634 -879	-5%	-$8.28K	0.01%	941
2014 Q2	$181K	Sell	18,513 -382	-2%	-$3.64K	0.01%	894
2014 Q1	$177K	Buy	18,895 +5,114	+37%	+$46.6K	0.01%	902
2013 Q4	$123K	Sell	13,781 -17,027	-55%	-$149K	0.01%	876
2013 Q3	$265K	Sell	30,808 -3,863	-11%	-$34.8K	0.02%	774
2013 Q2	$337K	Buy	+34,671	New	+$351K	0.03%	619

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

First Allied Advisory Services's JPC Position: Q3 2020 in Review

First Allied Advisory Services reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.5% in Q3 2020, selling an estimated $3.83K and leaving 17,018 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

First Allied Advisory Services first reported a position in JPC in Q2 2013 and has held it in 28 quarters since. The position peaked at $357K in Q4 2015. 116 funds tracked by Wall St. Rank hold JPC as of Q3 2020.

First Allied Advisory Services held 17,018 shares of Nuveen Preferred & Income Opportunities Fund worth $144K as of Q3 2020.
First Allied Advisory Services sold 445 Nuveen Preferred & Income Opportunities Fund shares in Q3 2020, an estimated $3.83K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1109 holding.
First Allied Advisory Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and has held it in 28 quarters since.
First Allied Advisory Services's Nuveen Preferred & Income Opportunities Fund position peaked at $357K in Q4 2015.
116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.