Private Capital Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Private Capital 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
2019 Q3	–	Sell	-427	Closed	-$4K	–	2361
2019 Q2	$4K	Buy	+427	New	+$4.12K	﹤0.01%	1707
2018 Q3	–	Sell	-427	Closed	-$4K	–	2243
2018 Q2	$4K	Hold	427	–	–	﹤0.01%	1711
2018 Q1	$4K	Buy	+427	New	+$4.22K	﹤0.01%	1666

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Private Capital Group's JPC Position: Q3 2019 in Review

Private Capital Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2019, closing a stake of 427 shares — an estimated $4K sold.

Private Capital Group first reported a position in JPC in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2019. 117 funds tracked by Wall St. Rank hold JPC as of Q3 2019.

Private Capital Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2019 after selling out during the quarter.
Private Capital Group sold 427 Nuveen Preferred & Income Opportunities Fund shares in Q3 2019, an estimated $4K.
Private Capital Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2018 and held it in 3 quarters.
Private Capital Group's Nuveen Preferred & Income Opportunities Fund position peaked at $4K in Q2 2019.
117 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2019.

Based on Private Capital Group's 13F filing for Q3 2019, filed 13 Nov 2019.