Mariner Independent Advisor Network’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Mariner Independent Advisor Network’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 Q2	–	Sell	-25,000	Closed	-$249K	–	240
2018 Q1	$249K	Hold	25,000	–	–	0.02%	319
2017 Q4	$259K	Sell	25,000 -4,800	-16%	-$50.2K	0.03%	276
2017 Q3	$315K	Hold	29,800	–	–	0.05%	147
2017 Q2	$309K	Buy	+29,800	New	+$303K	0.04%	172

Other funds holding JPC

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Mariner Independent Advisor Network's JPC Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2018, closing a stake of 25,000 shares — an estimated $249K sold.

Mariner Independent Advisor Network first reported a position in JPC in Q2 2017 and held it in 4 quarters. The position peaked at $315K in Q3 2017. 115 funds tracked by Wall St. Rank hold JPC as of Q2 2018.

Mariner Independent Advisor Network reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 25,000 Nuveen Preferred & Income Opportunities Fund shares in Q2 2018, an estimated $249K.
Mariner Independent Advisor Network first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2017 and held it in 4 quarters.
Mariner Independent Advisor Network's Nuveen Preferred & Income Opportunities Fund position peaked at $315K in Q3 2017.
115 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.