Regions Financial Corp’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Regions Financial Corp’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
2018 Q4	–	Sell	-4,631	Closed	-$105K	–	1948
2018 Q3	$105K	Hold	4,631	–	–	﹤0.01%	1021
2018 Q2	$107K	Sell	4,631 -891	-16%	-$21.1K	﹤0.01%	1008
2018 Q1	$131K	Hold	5,522	–	–	﹤0.01%	951
2017 Q4	$137K	Buy	+5,522	New	+$139K	﹤0.01%	954

Other funds holding JPI

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Regions Financial Corp's JPI Position: Q4 2018 in Review

Regions Financial Corp sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2018, closing a stake of 4,631 shares — an estimated $105K sold.

Regions Financial Corp first reported a position in JPI in Q4 2017 and held it in 4 quarters. The position peaked at $137K in Q4 2017. 51 funds tracked by Wall St. Rank hold JPI as of Q4 2018.

Regions Financial Corp reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Regions Financial Corp sold 4,631 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2018, an estimated $105K.
Regions Financial Corp first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2017 and held it in 4 quarters.
Regions Financial Corp's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $137K in Q4 2017.
51 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2018.

Based on Regions Financial Corp's 13F filing for Q4 2018, filed 28 Jan 2019.