M&R Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

M&R Capital Management’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	–	Sell	-200	Closed	-$1K	–	565
2016 Q4	$1K	Hold	200	–	–	﹤0.01%	536
2016 Q3	$2K	Hold	200	–	–	﹤0.01%	513
2016 Q2	$2K	Buy	+200	New	+$1.98K	﹤0.01%	496

Other funds holding JPC

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

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

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&R Capital Management's JPC Position: Q1 2017 in Review

M&R Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2017, closing a stake of 200 shares — an estimated $1K sold.

M&R Capital Management first reported a position in JPC in Q2 2016 and held it in 3 quarters. The position peaked at $2K in Q3 2016. 116 funds tracked by Wall St. Rank hold JPC as of Q1 2017.

M&R Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2017 after selling out during the quarter.
M&R Capital Management sold 200 Nuveen Preferred & Income Opportunities Fund shares in Q1 2017, an estimated $1K.
M&R Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and held it in 3 quarters.
M&R Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $2K in Q3 2016.
116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2017.

Based on M&R Capital Management's 13F filing for Q1 2017, filed 15 May 2017.