NEXT Financial Holdings’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$24K	Buy	+2,472	New	+$22.7K	0.01%	918

Other funds holding JPC

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

PPA

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

FFA

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

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

CRC

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

NEXT Financial Holdings's JPC Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2019: 2,472 shares worth $24K. The stake represents 0.01% of the portfolio and ranks #918 among its holdings.

121 funds tracked by Wall St. Rank hold JPC as of Q1 2019.

NEXT Financial Holdings held 2,472 shares of Nuveen Preferred & Income Opportunities Fund worth $24K as of Q1 2019.
Nuveen Preferred & Income Opportunities Fund was a new NEXT Financial Holdings position in Q1 2019.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #918 holding.
121 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.