OIA
JTP

Optimum Investment Advisors’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

Optimum Investment Advisors’s Portfolio JTP Stock Details JTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-200
Closed -$2K – 788
2013
Q3 		$2K Buy
+200
New +$1.55K ﹤0.01% 700

Other funds holding JTP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Optimum Investment Advisors's JTP Position: Q4 2013 in Review

Optimum Investment Advisors sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q4 2013, closing a stake of 200 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in JTP in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 73 funds tracked by Wall St. Rank hold JTP as of Q4 2013.

  • Optimum Investment Advisors reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q4 2013 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 NUVEEN QUALITY PFD INCOME FD shares in Q4 2013, an estimated $2K.
  • Optimum Investment Advisors first reported a position in NUVEEN QUALITY PFD INCOME FD in Q3 2013 and held it in 1 quarter.
  • Optimum Investment Advisors's NUVEEN QUALITY PFD INCOME FD position peaked at $2K in Q3 2013.
  • 73 funds tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q4 2013.

Based on Optimum Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.