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JNBA Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

JNBA Financial Advisors’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
2014
Q4 		– Sell
-5,100
Closed -$47K – 574
2014
Q3 		$47K Buy
+5,100
New +$48K 0.02% 197

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MGAM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

JNBA Financial Advisors's JPC Position: Q4 2014 in Review

JNBA Financial Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2014, closing a stake of 5,100 shares — an estimated $47K sold.

JNBA Financial Advisors first reported a position in JPC in Q3 2014 and held it in 1 quarter. The position peaked at $47K in Q3 2014. 91 funds tracked by Wall St. Rank hold JPC as of Q4 2014.

  • JNBA Financial Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2014 after selling out during the quarter.
  • JNBA Financial Advisors sold 5,100 Nuveen Preferred & Income Opportunities Fund shares in Q4 2014, an estimated $47K.
  • JNBA Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2014 and held it in 1 quarter.
  • JNBA Financial Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $47K in Q3 2014.
  • 91 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2014.

Based on JNBA Financial Advisors's 13F filing for Q4 2014, filed 28 Jan 2015.