Macroview Investment Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Macroview Investment Management’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-965	Closed	-$25K	–	330
2019 Q4	$25K	Sell	965 -42	-4%	-$1.05K	0.05%	100
2019 Q3	$25K	Sell	1,007 -83	-8%	-$2.01K	0.05%	98
2019 Q2	$26K	Sell	1,090 -76	-7%	-$1.77K	0.07%	93
2019 Q1	$26K	Buy	+1,166	New	+$25.6K	0.06%	107

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Macroview Investment Management's JPI Position: Q1 2020 in Review

Macroview Investment Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2020, closing a stake of 965 shares — an estimated $25K sold.

Macroview Investment Management first reported a position in JPI in Q1 2019 and held it in 4 quarters. The position peaked at $26K in Q2 2019. 58 funds tracked by Wall St. Rank hold JPI as of Q1 2020.

Macroview Investment Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
Macroview Investment Management sold 965 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2020, an estimated $25K.
Macroview Investment Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2019 and held it in 4 quarters.
Macroview Investment Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $26K in Q2 2019.
58 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2020.

Based on Macroview Investment Management's 13F filing for Q1 2020, filed 6 May 2020.