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Paloma Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Paloma Partners’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
2013
Q3 		– Sell
-21,500
Closed -$205K – 1062
2013
Q2 		$205K Buy
+21,500
New +$218K 0.01% 912

Other funds holding JPC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Paloma Partners's JPC Position: Q3 2013 in Review

Paloma Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2013, closing a stake of 21,500 shares — an estimated $205K sold.

Paloma Partners first reported a position in JPC in Q2 2013 and held it in 1 quarter. The position peaked at $205K in Q2 2013. 78 funds tracked by Wall St. Rank hold JPC as of Q3 2013.

  • Paloma Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2013 after selling out during the quarter.
  • Paloma Partners sold 21,500 Nuveen Preferred & Income Opportunities Fund shares in Q3 2013, an estimated $205K.
  • Paloma Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 1 quarter.
  • Paloma Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $205K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2013.

Based on Paloma Partners's 13F filing for Q3 2013, filed 14 Nov 2013.