M
JPI

MOTCO’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

MOTCO’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
Q2 		– Sell
-3,436
Closed -$63K – 708
2020
Q1 		$63K Buy
+3,436
New +$81K 0.01% 287

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MOTCO's JPI Position: Q2 2020 in Review

MOTCO sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2020, closing a stake of 3,436 shares — an estimated $63K sold.

MOTCO first reported a position in JPI in Q1 2020 and held it in 1 quarter. The position peaked at $63K in Q1 2020. 54 funds tracked by Wall St. Rank hold JPI as of Q2 2020.

  • MOTCO reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • MOTCO sold 3,436 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2020, an estimated $63K.
  • MOTCO first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • MOTCO's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $63K in Q1 2020.
  • 54 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2020.

Based on MOTCO's 13F filing for Q2 2020, filed 15 Jul 2020.