Mutual Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Mutual Advisors’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
2020 Q2	–	Sell	-16,121	Closed	-$118K	–	665
2020 Q1	$118K	Sell	16,121 -1,167	-7%	-$11.1K	0.02%	528
2019 Q4	$181K	Buy	17,288 +103	+0.6%	+$1.05K	0.02%	568
2019 Q3	$173K	Buy	17,185 +78	+0.5%	+$772	0.02%	513
2019 Q2	$170K	Buy	17,107 +79	+0.5%	+$762	0.02%	538
2019 Q1	$162K	Buy	17,028 +54	+0.3%	+$497	0.02%	456
2018 Q4	$142K	Buy	16,974 +110	+0.7%	+$972	0.03%	413
2018 Q3	$156K	Buy	+16,864	New	+$158K	0.02%	464

Other funds holding JPC

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Mutual Advisors's JPC Position: Q2 2020 in Review

Mutual Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2020, closing a stake of 16,121 shares — an estimated $118K sold.

Mutual Advisors first reported a position in JPC in Q3 2018 and held it in 7 quarters. The position peaked at $181K in Q4 2019. 110 funds tracked by Wall St. Rank hold JPC as of Q2 2020.

Mutual Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Mutual Advisors sold 16,121 Nuveen Preferred & Income Opportunities Fund shares in Q2 2020, an estimated $118K.
Mutual Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2018 and held it in 7 quarters.
Mutual Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $181K in Q4 2019.
110 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2020.

Based on Mutual Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.