PCM
JPI

Prelude Capital Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Prelude Capital Management’s Portfolio JPI Stock Details JPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-811
Closed -$21K – 1736
2019
Q4 		$21K Sell
811
-750
-48% -$18.8K ﹤0.01% 1581
2019
Q3 		$39K Buy
+1,561
New +$37.8K ﹤0.01% 1244

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prelude Capital Management's JPI Position: Q1 2020 in Review

Prelude Capital Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2020, closing a stake of 811 shares — an estimated $21K sold.

Prelude Capital Management first reported a position in JPI in Q3 2019 and held it in 2 quarters. The position peaked at $39K in Q3 2019. 58 funds tracked by Wall St. Rank hold JPI as of Q1 2020.

  • Prelude Capital Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Prelude Capital Management sold 811 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2020, an estimated $21K.
  • Prelude Capital Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2019 and held it in 2 quarters.
  • Prelude Capital Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $39K in Q3 2019.
  • 58 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2020.

Based on Prelude Capital Management's 13F filing for Q1 2020, filed 15 May 2020.