NFH
JPI

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

NEXT Financial Holdings’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
2019
Q1 		$12K Buy
+540
New +$11.9K ﹤0.01% 1073

Other funds holding JPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2019: 540 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1073 among its holdings.

61 funds tracked by Wall St. Rank hold JPI as of Q1 2019.

  • NEXT Financial Holdings held 540 shares of Nuveen Preferred Securities & Income Opportunities Fund worth $12K as of Q1 2019.
  • Nuveen Preferred Securities & Income Opportunities Fund was a new NEXT Financial Holdings position in Q1 2019.
  • Nuveen Preferred Securities & Income Opportunities Fund made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1073 holding.
  • 61 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2019.

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