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MassMutual Private Wealth & Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

MassMutual Private Wealth & Trust’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
Q1 		– Sell
-8,833
Closed -$91.3K – 1035
2017
Q4 		$91.3K Buy
+8,833
New +$92.4K 0.01% 398
2016
Q2 		$2.9K Buy
+289
New +$2.86K ﹤0.01% 603

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's JPC Position: Q1 2018 in Review

MassMutual Private Wealth & Trust sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2018, closing a stake of 8,833 shares — an estimated $91.3K sold.

MassMutual Private Wealth & Trust first reported a position in JPC in Q2 2016 and held it in 2 quarters. The position peaked at $91.3K in Q4 2017. 102 funds tracked by Wall St. Rank hold JPC as of Q1 2018.

  • MassMutual Private Wealth & Trust reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 8,833 Nuveen Preferred & Income Opportunities Fund shares in Q1 2018, an estimated $91.3K.
  • MassMutual Private Wealth & Trust first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Nuveen Preferred & Income Opportunities Fund position peaked at $91.3K in Q4 2017.
  • 102 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2018, filed 21 May 2018.