PI
JPC icon

Placemark Investments’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Placemark Investments’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
2014
Q2 		– Sell
-15,819
Closed -$147K – 1656
2014
Q1 		$147K Buy
15,819
+2,915
+23% +$26.6K ﹤0.01% 1543
2013
Q4 		$115K Sell
12,904
-94
-0.7% -$820 ﹤0.01% 1579
2013
Q3 		$112K Buy
12,998
+352
+3% +$3.17K ﹤0.01% 1527
2013
Q2 		$121K Buy
+12,646
New +$128K ﹤0.01% 1479

Other funds holding JPC

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Placemark Investments's JPC Position: Q2 2014 in Review

Placemark Investments sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2014, closing a stake of 15,819 shares — an estimated $147K sold.

Placemark Investments first reported a position in JPC in Q2 2013 and held it in 4 quarters. The position peaked at $147K in Q1 2014. 88 funds tracked by Wall St. Rank hold JPC as of Q2 2014.

  • Placemark Investments reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2014 after selling out during the quarter.
  • Placemark Investments sold 15,819 Nuveen Preferred & Income Opportunities Fund shares in Q2 2014, an estimated $147K.
  • Placemark Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 4 quarters.
  • Placemark Investments's Nuveen Preferred & Income Opportunities Fund position peaked at $147K in Q1 2014.
  • 88 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2014.

Based on Placemark Investments's 13F filing for Q2 2014, filed 14 Aug 2014.