JFA
JPI

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

JNBA Financial 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
2018
Q4 		– Sell
-284
Closed -$6K – 635
2018
Q3 		$6K Buy
+284
New +$6.59K ﹤0.01% 413

Other funds holding JPI

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CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

JNBA Financial Advisors's JPI Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2018, closing a stake of 284 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in JPI in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 51 funds tracked by Wall St. Rank hold JPI as of Q4 2018.

  • JNBA Financial Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 284 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2018, an estimated $6K.
  • JNBA Financial Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $6K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.