JA
JPI

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

JOYN 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
2019
Q1 		– Sell
-426
Closed -$9K – 769
2018
Q4 		$9K Buy
+426
New +$9.11K ﹤0.01% 1019

Other funds holding JPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $4.3B AUM 21.02% 1-Year Est. Return

JOYN Advisors's JPI Position: Q1 2019 in Review

JOYN Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2019, closing a stake of 426 shares — an estimated $9K sold.

JOYN Advisors first reported a position in JPI in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 61 funds tracked by Wall St. Rank hold JPI as of Q1 2019.

  • JOYN Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 426 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2019, an estimated $9K.
  • JOYN Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2018 and held it in 1 quarter.
  • JOYN Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $9K in Q4 2018.
  • 61 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.