JWCA
JPI

J.W. Cole Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

J.W. Cole Advisors’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
Q3 		– Sell
-10,452
Closed -$237K – 790
2020
Q2 		$237K Buy
+10,452
New +$213K 0.04% 274
2020
Q1 		– Sell
-11,762
Closed -$304K – 322
2019
Q4 		$304K Buy
+11,762
New +$295K 0.04% 411

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

J.W. Cole Advisors's JPI Position: Q3 2020 in Review

J.W. Cole Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2020, closing a stake of 10,452 shares — an estimated $237K sold.

J.W. Cole Advisors first reported a position in JPI in Q4 2019 and held it in 2 quarters. The position peaked at $304K in Q4 2019. 63 funds tracked by Wall St. Rank hold JPI as of Q3 2020.

  • J.W. Cole Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,452 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2020, an estimated $237K.
  • J.W. Cole Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2019 and held it in 2 quarters.
  • J.W. Cole Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $304K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2020.

Based on J.W. Cole Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.