KWMG LLC’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

KWMG LLC’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
2019 Q2	–	Sell	-391	Closed	-$4K	–	285
2019 Q1	$4K	Hold	391	–	–	﹤0.01%	376
2018 Q4	$3K	Hold	391	–	–	﹤0.01%	412
2018 Q3	$4K	Hold	391	–	–	﹤0.01%	386
2018 Q2	$4K	Buy	+391	New	+$3.84K	﹤0.01%	386

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

KWMG LLC's JPC Position: Q2 2019 in Review

KWMG LLC sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2019, closing a stake of 391 shares — an estimated $4K sold.

KWMG LLC first reported a position in JPC in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q1 2019. 114 funds tracked by Wall St. Rank hold JPC as of Q2 2019.

KWMG LLC reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2019 after selling out during the quarter.
KWMG LLC sold 391 Nuveen Preferred & Income Opportunities Fund shares in Q2 2019, an estimated $4K.
KWMG LLC first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2018 and held it in 4 quarters.
KWMG LLC's Nuveen Preferred & Income Opportunities Fund position peaked at $4K in Q1 2019.
114 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.