Golden State Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Golden State Wealth Management’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,274	Closed	-$50K	–	332
2020 Q3	$50K	Buy	+2,274	New	+$50.9K	0.02%	327
2020 Q2	–	Sell	-2,231	Closed	-$41K	–	577
2020 Q1	$41K	Buy	+2,231	New	+$52.6K	0.02%	390
2019 Q4	–	Sell	-2,195	Closed	-$54K	–	527
2019 Q3	$54K	Buy	2,195 +19	+0.9%	+$460	0.02%	409
2019 Q2	$51K	Buy	2,176 +18	+0.8%	+$418	0.02%	450
2019 Q1	$49K	Buy	+2,158	New	+$47.5K	0.02%	449

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Golden State Wealth Management's JPI Position: Q4 2020 in Review

Golden State Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2020, closing a stake of 2,274 shares — an estimated $50K sold.

Golden State Wealth Management first reported a position in JPI in Q1 2019 and held it in 5 quarters. The position peaked at $54K in Q3 2019. 65 funds tracked by Wall St. Rank hold JPI as of Q4 2020.

Golden State Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2020 after selling out during the quarter.
Golden State Wealth Management sold 2,274 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2020, an estimated $50K.
Golden State Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $54K in Q3 2019.
65 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.