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Fortem Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-258
Closed -$2K – 309
2020
Q4 		$2K Buy
+258
New +$2.29K ﹤0.01% 446

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Fortem Financial Group's JPC Position: Q1 2021 in Review

Fortem Financial Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2021, closing a stake of 258 shares — an estimated $2K sold.

Fortem Financial Group first reported a position in JPC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 127 funds tracked by Wall St. Rank hold JPC as of Q1 2021.

  • Fortem Financial Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 258 Nuveen Preferred & Income Opportunities Fund shares in Q1 2021, an estimated $2K.
  • Fortem Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Nuveen Preferred & Income Opportunities Fund position peaked at $2K in Q4 2020.
  • 127 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.