Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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MAFM
JPI
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
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
$259K
Buy
2021
Q2
$233K
Buy
2021
Q1
$211K
Buy
2019
Q4
–
Sell
2019
Q3
$467K
Sell
2019
Q2
$814K
Sell
2019
Q1
$789K
Buy
2018
Q4
$675K
Buy
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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