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FPFS
First Personal Financial Services’s
Nuveen Preferred & Income Opportunities Fund
JPC
Stock Holding History
First Personal Financial Services’s Portfolio
JPC Stock Details
JPC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2015
Q1
–
Hold
0
–
–
–
325
Other funds holding JPC
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
Cohen & Steers
New York
$63.2B AUM
17.15%
1-Year Est. Return
MGAM
McGowan Group Asset Management
Dallas, Texas
$823M AUM
27.48%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.26T AUM
61.52%
1-Year Est. Return
Wells Fargo
San Francisco, California
$617B AUM
30.33%
1-Year Est. Return
PPA
Parametric Portfolio Associates
Seattle, Washington
$190B AUM
18.52%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
RCM
Rivernorth Capital Management
West Palm Beach, Florida
$2.1B AUM
2.15%
1-Year Est. Return
TFMS
Trust & Fiduciary Management Services
Boston, Massachusetts
$126M AUM
9.97%
1-Year Est. Return
FFA
First Foundation Advisors
Irvine, California
$2.78B AUM
23.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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