Formidable Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Formidable Asset Management’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
2017 Q4	–	Sell	-14,500	Closed	-$153K	–	161
2017 Q3	$153K	Buy	+14,500	New	+$152K	0.06%	189
2017 Q2	–	Sell	-14,500	Closed	-$148K	–	190
2017 Q1	$148K	Buy	+14,500	New	+$143K	0.06%	183
2016 Q2	–	Sell	-1,500	Closed	-$14K	–	301
2016 Q1	$14K	Hold	1,500	–	–	0.01%	308
2015 Q4	$14K	Sell	1,500 -700	-32%	-$6.4K	0.01%	346
2015 Q3	$19K	Hold	2,200	–	–	0.01%	317
2015 Q2	$20K	Hold	2,200	–	–	0.01%	290
2015 Q1	$21K	Sell	2,200 -852	-28%	-$8.11K	0.01%	275
2014 Q4	$29K	Hold	3,052	–	–	0.02%	242
2014 Q3	$29K	Hold	3,052	–	–	0.02%	235
2014 Q2	$30K	Hold	3,052	–	–	0.02%	247
2014 Q1	$29K	Hold	3,052	–	–	0.02%	231
2013 Q4	$28K	Hold	3,052	–	–	0.02%	245
2013 Q3	$27K	Buy	+3,052	New	+$27.5K	0.02%	215

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CRC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FFA

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

Formidable Asset Management's JPC Position: Q4 2017 in Review

Formidable Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2017, closing a stake of 14,500 shares — an estimated $153K sold.

Formidable Asset Management first reported a position in JPC in Q3 2013 and held it in 13 quarters. The position peaked at $153K in Q3 2017. 113 funds tracked by Wall St. Rank hold JPC as of Q4 2017.

Formidable Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2017 after selling out during the quarter.
Formidable Asset Management sold 14,500 Nuveen Preferred & Income Opportunities Fund shares in Q4 2017, an estimated $153K.
Formidable Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2013 and held it in 13 quarters.
Formidable Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $153K in Q3 2017.
113 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2017.

Based on Formidable Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.