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Girard Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Girard Partners’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
Q4 		– Sell
-4,000
Closed -$37K – 532
2018
Q3 		$37K Buy
+4,000
New +$37.4K 0.01% 499

Other funds holding JPC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Girard Partners's JPC Position: Q4 2018 in Review

Girard Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2018, closing a stake of 4,000 shares — an estimated $37K sold.

Girard Partners first reported a position in JPC in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 124 funds tracked by Wall St. Rank hold JPC as of Q4 2018.

  • Girard Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 4,000 Nuveen Preferred & Income Opportunities Fund shares in Q4 2018, an estimated $37K.
  • Girard Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $37K in Q3 2018.
  • 124 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.