Fortis Group Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Fortis Group Advisors’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	$283K	Buy	+33,347	New	+$287K	0.05%	152

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

Fortis Group Advisors's JPC Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2020: 33,347 shares worth $283K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings.

116 funds tracked by Wall St. Rank hold JPC as of Q3 2020.

Fortis Group Advisors held 33,347 shares of Nuveen Preferred & Income Opportunities Fund worth $283K as of Q3 2020.
Nuveen Preferred & Income Opportunities Fund was a new Fortis Group Advisors position in Q3 2020.
Nuveen Preferred & Income Opportunities Fund made up 0.05% of Fortis Group Advisors's portfolio in Q3 2020, its #152 holding.
116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.