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Graybill Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Graybill Wealth Management’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
2013
Q4 		– Sell
-26,191
Closed -$227K – 52
2013
Q3 		$227K Buy
26,191
+4,801
+22% +$43.2K 0.19% 56
2013
Q2 		$204K Buy
+21,390
New +$217K 0.18% 57

Other funds holding JPC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

Graybill Wealth Management's JPC Position: Q4 2013 in Review

Graybill Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2013, closing a stake of 26,191 shares — an estimated $227K sold.

Graybill Wealth Management first reported a position in JPC in Q2 2013 and held it in 2 quarters. The position peaked at $227K in Q3 2013. 90 funds tracked by Wall St. Rank hold JPC as of Q4 2013.

  • Graybill Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2013 after selling out during the quarter.
  • Graybill Wealth Management sold 26,191 Nuveen Preferred & Income Opportunities Fund shares in Q4 2013, an estimated $227K.
  • Graybill Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 2 quarters.
  • Graybill Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $227K in Q3 2013.
  • 90 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2013.

Based on Graybill Wealth Management's 13F filing for Q4 2013, filed 22 Jan 2014.