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Pettinga Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Pettinga Financial Advisors’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
-10,700
Closed -$89K – 97
2018
Q4 		$89K Buy
+10,700
New +$94.5K 0.06% 91

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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
Wells Fargo
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
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
OA
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

Pettinga Financial Advisors's JPC Position: Q1 2019 in Review

Pettinga Financial Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2019, closing a stake of 10,700 shares — an estimated $89K sold.

Pettinga Financial Advisors first reported a position in JPC in Q4 2018 and held it in 1 quarter. The position peaked at $89K in Q4 2018. 121 funds tracked by Wall St. Rank hold JPC as of Q1 2019.

  • Pettinga Financial Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • Pettinga Financial Advisors sold 10,700 Nuveen Preferred & Income Opportunities Fund shares in Q1 2019, an estimated $89K.
  • Pettinga Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2018 and held it in 1 quarter.
  • Pettinga Financial Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $89K in Q4 2018.
  • 121 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2019.

Based on Pettinga Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.