KTC
JPI

Kistler-Tiffany Companies’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Kistler-Tiffany Companies’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
Q4 		– Sell
-2,800
Closed -$62K – 668
2020
Q3 		$62K Buy
+2,800
New +$62.7K 0.02% 250

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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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Kistler-Tiffany Companies's JPI Position: Q4 2020 in Review

Kistler-Tiffany Companies sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2020, closing a stake of 2,800 shares — an estimated $62K sold.

Kistler-Tiffany Companies first reported a position in JPI in Q3 2020 and held it in 1 quarter. The position peaked at $62K in Q3 2020. 65 funds tracked by Wall St. Rank hold JPI as of Q4 2020.

  • Kistler-Tiffany Companies reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 2,800 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2020, an estimated $62K.
  • Kistler-Tiffany Companies first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2020 and held it in 1 quarter.
  • Kistler-Tiffany Companies's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $62K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2020.

Based on Kistler-Tiffany Companies's 13F filing for Q4 2020, filed 3 Feb 2021.