Mid Atlantic Financial Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$259K	Buy	10,451 +1,301	+14%	+$33.4K	0.02%	724
2021 Q2	$233K	Buy	9,150 +700	+8%	+$17.7K	0.02%	771
2021 Q1	$211K	Buy	+8,450	New	+$205K	0.02%	756
2019 Q4	–	Sell	-18,900	Closed	-$467K	–	753
2019 Q3	$467K	Sell	18,900 -15,465	-45%	-$374K	0.05%	370
2019 Q2	$814K	Sell	34,365 -735	-2%	-$17.1K	0.08%	256
2019 Q1	$789K	Buy	35,100 +1,700	+5%	+$37.4K	0.09%	242
2018 Q4	$675K	Buy	+33,400	New	+$714K	0.08%	247

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Mid Atlantic Financial Management's JPI Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Nuveen Preferred Securities & Income Opportunities Fund (JPI) stake by 14% in Q3 2021, buying an estimated $33.4K and bringing the position to 10,451 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #724.

Mid Atlantic Financial Management first reported a position in JPI in Q4 2018 and has held it in 7 quarters since. The position peaked at $814K in Q2 2019. 61 funds tracked by Wall St. Rank hold JPI as of Q3 2021.

Mid Atlantic Financial Management held 10,451 shares of Nuveen Preferred Securities & Income Opportunities Fund worth $259K as of Q3 2021.
Mid Atlantic Financial Management bought 1,301 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2021, an estimated $33.4K.
Nuveen Preferred Securities & Income Opportunities Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #724 holding.
Mid Atlantic Financial Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2018 and has held it in 7 quarters since.
Mid Atlantic Financial Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $814K in Q2 2019.
61 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.