LWMG
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Lakeside Wealth Management Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Lakeside Wealth Management Group’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
2017
Q1 		$105K Hold
10,500
– – 3.59% 8
2016
Q4 		$105K Hold
10,500
– – 3.33% 9
2016
Q3 		$105K Buy
+10,500
New +$108K 3.33% 9

Other funds holding JPC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lakeside Wealth Management Group's JPC Position: Q1 2017 in Review

Lakeside Wealth Management Group held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q1 2017 at 10,500 shares worth $105K. The position accounts for 3.59% of the portfolio, ranked #8.

Lakeside Wealth Management Group first reported a position in JPC in Q3 2016 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold JPC as of Q1 2017.

  • Lakeside Wealth Management Group held 10,500 shares of Nuveen Preferred & Income Opportunities Fund worth $105K as of Q1 2017.
  • Lakeside Wealth Management Group left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q1 2017.
  • Nuveen Preferred & Income Opportunities Fund made up 3.59% of Lakeside Wealth Management Group's portfolio in Q1 2017, its #8 holding.
  • Lakeside Wealth Management Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2016 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2017.

Based on Lakeside Wealth Management Group's 13F filing for Q1 2017, filed 26 Apr 2017.