Fusion Family Wealth’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Fusion Family Wealth’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
2018 Q3	–	Sell	-500	Closed	-$5K	–	286
2018 Q2	$5K	Hold	500	–	–	﹤0.01%	236
2018 Q1	$5K	Hold	500	–	–	﹤0.01%	221
2017 Q4	$5K	Hold	500	–	–	﹤0.01%	233
2017 Q3	$5K	Hold	500	–	–	﹤0.01%	180
2017 Q2	$5K	Buy	+500	New	+$5.08K	﹤0.01%	226

Other funds holding JPC

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

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

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

BCI

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CRC

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FFA

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

Fusion Family Wealth's JPC Position: Q3 2018 in Review

Fusion Family Wealth sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2018, closing a stake of 500 shares — an estimated $5K sold.

Fusion Family Wealth first reported a position in JPC in Q2 2017 and held it in 5 quarters. The position peaked at $5K in Q2 2018. 117 funds tracked by Wall St. Rank hold JPC as of Q3 2018.

Fusion Family Wealth reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2018 after selling out during the quarter.
Fusion Family Wealth sold 500 Nuveen Preferred & Income Opportunities Fund shares in Q3 2018, an estimated $5K.
Fusion Family Wealth first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2017 and held it in 5 quarters.
Fusion Family Wealth's Nuveen Preferred & Income Opportunities Fund position peaked at $5K in Q2 2018.
117 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2018.

Based on Fusion Family Wealth's 13F filing for Q3 2018, filed 7 Nov 2018.