OTA Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

OTA Financial Group’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	–	Sell	-117,556	Closed	-$980K	–	51
2018 Q4	$980K	Buy	+117,556	New	+$1.04M	0.46%	21
2016 Q3	–	Sell	-44,674	Closed	-$447K	–	70
2016 Q2	$447K	Buy	+44,674	New	+$442K	0.34%	40
2014 Q1	$347K	Buy	+37,401	New	+$341K	0.33%	45
2013 Q4	–	Sell	-42,998	Closed	-$373	–	129
2013 Q3	$373	Buy	+42,998	New	+$387K	0.21%	52

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

OTA Financial Group's JPC Position: Q1 2019 in Review

OTA Financial Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2019, closing a stake of 117,556 shares — an estimated $980K sold.

OTA Financial Group first reported a position in JPC in Q3 2013 and held it in 4 quarters. The position peaked at $980K in Q4 2018. 121 funds tracked by Wall St. Rank hold JPC as of Q1 2019.

OTA Financial Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2019 after selling out during the quarter.
OTA Financial Group sold 117,556 Nuveen Preferred & Income Opportunities Fund shares in Q1 2019, an estimated $980K.
OTA Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2013 and held it in 4 quarters.
OTA Financial Group's Nuveen Preferred & Income Opportunities Fund position peaked at $980K in Q4 2018.
121 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2019.

Based on OTA Financial Group's 13F filing for Q1 2019, filed 15 Apr 2019.