PWPCM
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Perella Weinberg Partners Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Perella Weinberg Partners Capital Management’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
-18,116
Closed -$173K – 184
2013
Q2 		$173K Buy
+18,116
New +$183K 0.01% 271

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Invesco
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AAM
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NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
PPA
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RCM
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U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Perella Weinberg Partners Capital Management's JPC Position: Q3 2013 in Review

Perella Weinberg Partners Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2013, closing a stake of 18,116 shares — an estimated $173K sold.

Perella Weinberg Partners Capital Management first reported a position in JPC in Q2 2013 and held it in 1 quarter. The position peaked at $173K in Q2 2013. 78 funds tracked by Wall St. Rank hold JPC as of Q3 2013.

  • Perella Weinberg Partners Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2013 after selling out during the quarter.
  • Perella Weinberg Partners Capital Management sold 18,116 Nuveen Preferred & Income Opportunities Fund shares in Q3 2013, an estimated $173K.
  • Perella Weinberg Partners Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 1 quarter.
  • Perella Weinberg Partners Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $173K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2013.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.