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Lenox Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Lenox Wealth Advisors’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
-101
Closed -$1K – 469
2018
Q2 		$1K Buy
+101
New +$991 ﹤0.01% 519

Other funds holding JPC

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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 $530B AUM 22.01% 1-Year Est. Return
Invesco
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
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

Lenox Wealth Advisors's JPC Position: Q3 2018 in Review

Lenox Wealth Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2018, closing a stake of 101 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in JPC in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 117 funds tracked by Wall St. Rank hold JPC as of Q3 2018.

  • Lenox Wealth Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • Lenox Wealth Advisors sold 101 Nuveen Preferred & Income Opportunities Fund shares in Q3 2018, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2018 and held it in 1 quarter.
  • Lenox Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $1K in Q2 2018.
  • 117 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2018.

Based on Lenox Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.