Landaas & Company’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Landaas & Company’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
2018 Q3	–	Sell	-1,087	Closed	-$10K	–	192
2018 Q2	$10K	Buy	+1,087	New	+$10.7K	0.01%	259
2018 Q1	–	Sell	-1,087	Closed	-$11K	–	186
2017 Q4	$11K	Hold	1,087	–	–	0.01%	248
2017 Q3	$11K	Buy	+1,087	New	+$11.4K	0.01%	244

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

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

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

BCI

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

PPA

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FFA

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

Landaas & Company's JPC Position: Q3 2018 in Review

Landaas & Company sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2018, closing a stake of 1,087 shares — an estimated $10K sold.

Landaas & Company first reported a position in JPC in Q3 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2017. 117 funds tracked by Wall St. Rank hold JPC as of Q3 2018.

Landaas & Company reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2018 after selling out during the quarter.
Landaas & Company sold 1,087 Nuveen Preferred & Income Opportunities Fund shares in Q3 2018, an estimated $10K.
Landaas & Company first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2017 and held it in 3 quarters.
Landaas & Company's Nuveen Preferred & Income Opportunities Fund position peaked at $11K in Q4 2017.
117 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.