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

IFC Holdings’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
2018 Q1	–	Sell	-22,880	Closed	-$567K	–	225
2017 Q4	$567K	Sell	22,880 -2,330	-9%	-$58.6K	0.04%	279
2017 Q3	$634K	Buy	25,210 +800	+3%	+$19.9K	0.04%	266
2017 Q2	$600K	Buy	24,410 +665	+3%	+$16.4K	0.05%	261
2017 Q1	$570K	Buy	23,745 +2,100	+10%	+$49.9K	0.05%	237
2016 Q4	$495K	Sell	21,645 -500	-2%	-$11.7K	0.05%	231
2016 Q3	$546K	Buy	22,145 +9,040	+69%	+$223K	0.06%	209
2016 Q2	$324K	Buy	+13,105	New	+$309K	0.04%	276

Other funds holding JPI

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

IFC Holdings's JPI Position: Q1 2018 in Review

IFC Holdings sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2018, closing a stake of 22,880 shares — an estimated $567K sold.

IFC Holdings first reported a position in JPI in Q2 2016 and held it in 7 quarters. The position peaked at $634K in Q3 2017. 55 funds tracked by Wall St. Rank hold JPI as of Q1 2018.

IFC Holdings reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 22,880 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2018, an estimated $567K.
IFC Holdings first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2016 and held it in 7 quarters.
IFC Holdings's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $634K in Q3 2017.
55 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2018.

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