IP
JPI

Intellectus Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Intellectus Partners’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
2019
Q2 		– Sell
-1,103
Closed -$25K – 301
2019
Q1 		$25K Buy
+1,103
New +$24.3K 0.01% 300

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Intellectus Partners's JPI Position: Q2 2019 in Review

Intellectus Partners sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2019, closing a stake of 1,103 shares — an estimated $25K sold.

Intellectus Partners first reported a position in JPI in Q1 2019 and held it in 1 quarter. The position peaked at $25K in Q1 2019. 58 funds tracked by Wall St. Rank hold JPI as of Q2 2019.

  • Intellectus Partners reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • Intellectus Partners sold 1,103 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2019, an estimated $25K.
  • Intellectus Partners first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2019 and held it in 1 quarter.
  • Intellectus Partners's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $25K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.