M&T Bank’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

M&T Bank’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 Q4	–	Sell	-13,536	Closed	-$143K	–	1662
2017 Q3	$143K	Buy	13,536 +2,033	+18%	+$21.3K	﹤0.01%	1466
2017 Q2	$120K	Buy	+11,503	New	+$117K	﹤0.01%	1463
2014 Q4	–	Sell	-11,106	Closed	-$102K	–	2185
2014 Q3	$102K	Buy	+11,106	New	+$105K	﹤0.01%	2017

Other funds holding JPC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CRC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

M&T Bank's JPC Position: Q4 2017 in Review

M&T Bank sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2017, closing a stake of 13,536 shares — an estimated $143K sold.

M&T Bank first reported a position in JPC in Q3 2014 and held it in 3 quarters. The position peaked at $143K in Q3 2017. 113 funds tracked by Wall St. Rank hold JPC as of Q4 2017.

M&T Bank reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2017 after selling out during the quarter.
M&T Bank sold 13,536 Nuveen Preferred & Income Opportunities Fund shares in Q4 2017, an estimated $143K.
M&T Bank first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2014 and held it in 3 quarters.
M&T Bank's Nuveen Preferred & Income Opportunities Fund position peaked at $143K in Q3 2017.
113 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2017.

Based on M&T Bank's 13F filing for Q4 2017, filed 6 Feb 2018.