IFC Holdings’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

IFC Holdings’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 Q1	–	Sell	-112,963	Closed	-$1.17M	–	224
2017 Q4	$1.17M	Sell	112,963 -8,299	-7%	-$86.8K	0.08%	173
2017 Q3	$1.28M	Buy	121,262 +114	+0.1%	+$1.2K	0.09%	158
2017 Q2	$1.26M	Buy	121,148 +40	+0%	+$407	0.1%	150
2017 Q1	$1.19M	Buy	121,108 +6,527	+6%	+$64.5K	0.1%	137
2016 Q4	$1.13M	Sell	114,581 -499	-0.4%	-$4.78K	0.11%	130
2016 Q3	$1.15M	Buy	115,080 +23,450	+26%	+$241K	0.12%	120
2016 Q2	$916K	Buy	+91,630	New	+$906K	0.1%	138

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFC Holdings's JPC Position: Q1 2018 in Review

IFC Holdings sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2018, closing a stake of 112,963 shares — an estimated $1.17M sold.

IFC Holdings first reported a position in JPC in Q2 2016 and held it in 7 quarters. The position peaked at $1.28M in Q3 2017. 102 funds tracked by Wall St. Rank hold JPC as of Q1 2018.

IFC Holdings reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 112,963 Nuveen Preferred & Income Opportunities Fund shares in Q1 2018, an estimated $1.17M.
IFC Holdings first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and held it in 7 quarters.
IFC Holdings's Nuveen Preferred & Income Opportunities Fund position peaked at $1.28M in Q3 2017.
102 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.