PCM
JPC icon

Pointe Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Pointe 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
2017
Q1 		– Sell
-69,340
Closed -$682K – 191
2016
Q4 		$682K Buy
+69,340
New +$664K 0.39% 57

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Invesco
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Cohen & Steers
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JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
AAMU
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FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pointe Capital Management's JPC Position: Q1 2017 in Review

Pointe Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2017, closing a stake of 69,340 shares — an estimated $682K sold.

Pointe Capital Management first reported a position in JPC in Q4 2016 and held it in 1 quarter. The position peaked at $682K in Q4 2016. 116 funds tracked by Wall St. Rank hold JPC as of Q1 2017.

  • Pointe Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 69,340 Nuveen Preferred & Income Opportunities Fund shares in Q1 2017, an estimated $682K.
  • Pointe Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $682K in Q4 2016.
  • 116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.