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Legacy Private Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Legacy Private Trust’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
Q4 		– Sell
-25,560
Closed -$237K – 229
2018
Q3 		$237K Hold
25,560
– – 0.03% 213
2018
Q2 		$238K Hold
25,560
– – 0.03% 210
2018
Q1 		$256K Hold
25,560
– – 0.03% 211
2017
Q4 		$264K Hold
25,560
– – 0.03% 205
2017
Q3 		$270K Buy
25,560
+655
+3% +$6.87K 0.03% 210
2017
Q2 		$259K Sell
24,905
-6,455
-21% -$65.6K 0.03% 208
2017
Q1 		$308K Buy
+31,360
New +$310K 0.04% 207

Other funds holding JPC

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Morgan Stanley
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return