Quad-Cities Investment Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Quad-Cities Investment 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 Q4	–	Sell	-334	Closed	-$3K	–	445
2019 Q3	$3K	Hold	334	–	–	﹤0.01%	745
2019 Q2	$3K	Hold	334	–	–	﹤0.01%	751
2019 Q1	$3K	Hold	334	–	–	﹤0.01%	736
2018 Q4	$3K	Hold	334	–	–	﹤0.01%	735
2018 Q3	$3K	Hold	334	–	–	﹤0.01%	750
2018 Q2	$3K	Buy	+334	New	+$3.28K	﹤0.01%	756

Other funds holding JPC

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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

RJA

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

Quad-Cities Investment Group's JPC Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2019, closing a stake of 334 shares — an estimated $3K sold.

Quad-Cities Investment Group first reported a position in JPC in Q2 2018 and held it in 6 quarters. The position peaked at $3K in Q3 2019. 118 funds tracked by Wall St. Rank hold JPC as of Q4 2019.

Quad-Cities Investment Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 334 Nuveen Preferred & Income Opportunities Fund shares in Q4 2019, an estimated $3K.
Quad-Cities Investment Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's Nuveen Preferred & Income Opportunities Fund position peaked at $3K in Q3 2019.
118 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.