Narwhal Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Narwhal Capital Management’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 Q4	–	Sell	-15,443	Closed	-$163K	–	150
2017 Q3	$163K	Sell	15,443 -19,762	-56%	-$207K	0.04%	147
2017 Q2	$366K	Buy	35,205 +238	+0.7%	+$2.42K	0.09%	119
2017 Q1	$343K	Buy	34,967 +239	+0.7%	+$2.36K	0.1%	128
2016 Q4	$342K	Buy	34,728 +252	+0.7%	+$2.41K	0.1%	127
2016 Q3	$345K	Buy	34,476 +230	+0.7%	+$2.37K	0.11%	114
2016 Q2	$343K	Buy	34,246 +14,246	+71%	+$141K	0.11%	115
2016 Q1	$187K	Buy	+20,000	New	+$185K	0.06%	129

Other funds holding JPC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Narwhal Capital Management's JPC Position: Q4 2017 in Review

Narwhal Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2017, closing a stake of 15,443 shares — an estimated $163K sold.

Narwhal Capital Management first reported a position in JPC in Q1 2016 and held it in 7 quarters. The position peaked at $366K in Q2 2017. 113 funds tracked by Wall St. Rank hold JPC as of Q4 2017.

Narwhal Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2017 after selling out during the quarter.
Narwhal Capital Management sold 15,443 Nuveen Preferred & Income Opportunities Fund shares in Q4 2017, an estimated $163K.
Narwhal Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2016 and held it in 7 quarters.
Narwhal Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $366K in Q2 2017.
113 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2017.

Based on Narwhal Capital Management's 13F filing for Q4 2017, filed 23 Jan 2018.