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Polaris Wealth Advisory Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Polaris Wealth Advisory Group’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
-1,000
Closed -$9K – 112
2014
Q1 		$9K Buy
+1,000
New +$9.12K ﹤0.01% 129

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

Polaris Wealth Advisory Group's JPC Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2014, closing a stake of 1,000 shares — an estimated $9K sold.

Polaris Wealth Advisory Group first reported a position in JPC in Q1 2014 and held it in 1 quarter. The position peaked at $9K in Q1 2014. 88 funds tracked by Wall St. Rank hold JPC as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,000 Nuveen Preferred & Income Opportunities Fund shares in Q2 2014, an estimated $9K.
  • Polaris Wealth Advisory Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2014 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Nuveen Preferred & Income Opportunities Fund position peaked at $9K in Q1 2014.
  • 88 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.