MCIA
JPI

Mountain Capital Investment Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Mountain Capital Investment Advisors’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
2017
Q3 		– Sell
-1,269
Closed -$31K – 528
2017
Q2 		$31K Buy
+1,269
New +$31.4K 0.03% 166

Other funds holding JPI

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Mountain Capital Investment Advisors's JPI Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2017, closing a stake of 1,269 shares — an estimated $31K sold.

Mountain Capital Investment Advisors first reported a position in JPI in Q2 2017 and held it in 1 quarter. The position peaked at $31K in Q2 2017. 47 funds tracked by Wall St. Rank hold JPI as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,269 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2017, an estimated $31K.
  • Mountain Capital Investment Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $31K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.