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MUFG Americas’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

MUFG Americas’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
2017
Q3 		– Sell
-671
Closed -$7K – 1183
2017
Q2 		$7K Hold
671
– – ﹤0.01% 895
2017
Q1 		$7K Buy
+671
New +$6.63K ﹤0.01% 891
2015
Q3 		– Sell
-2,800
Closed -$26K – 1200
2015
Q2 		$26K Sell
2,800
-881
-24% -$8.41K ﹤0.01% 710
2015
Q1 		$35K Buy
3,681
+142
+4% +$1.35K ﹤0.01% 723
2014
Q4 		$34K Buy
3,539
+2,800
+379% +$26.1K ﹤0.01% 735
2014
Q3 		$7K Hold
739
– – ﹤0.01% 1015
2014
Q2 		$7K Buy
739
+58
+9% +$552 ﹤0.01% 980
2014
Q1 		$6K Hold
681
– – ﹤0.01% 954
2013
Q4 		$6K Buy
+681
New +$5.94K ﹤0.01% 959

Other funds holding JPC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MUFG Americas's JPC Position: Q3 2017 in Review

MUFG Americas sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2017, closing a stake of 671 shares — an estimated $7K sold.

MUFG Americas first reported a position in JPC in Q4 2013 and held it in 9 quarters. The position peaked at $35K in Q1 2015. 116 funds tracked by Wall St. Rank hold JPC as of Q3 2017.

  • MUFG Americas reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2017 after selling out during the quarter.
  • MUFG Americas sold 671 Nuveen Preferred & Income Opportunities Fund shares in Q3 2017, an estimated $7K.
  • MUFG Americas first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2013 and held it in 9 quarters.
  • MUFG Americas's Nuveen Preferred & Income Opportunities Fund position peaked at $35K in Q1 2015.
  • 116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2017.

Based on MUFG Americas's 13F filing for Q3 2017, filed 13 Nov 2017.