RCAG
JPI

Rehmann Capital Advisory Group’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Rehmann Capital Advisory Group’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
-175
Closed -$3.97K – 2009
2018
Q3 		$3.97K Buy
+175
New +$4.06K ﹤0.01% 1612

Other funds holding JPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Cohen & Steers
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
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

Rehmann Capital Advisory Group's JPI Position: Q4 2018 in Review

Rehmann Capital Advisory Group sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2018, closing a stake of 175 shares — an estimated $3.97K sold.

Rehmann Capital Advisory Group first reported a position in JPI in Q3 2018 and held it in 1 quarter. The position peaked at $3.97K in Q3 2018. 51 funds tracked by Wall St. Rank hold JPI as of Q4 2018.

  • Rehmann Capital Advisory Group reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 175 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2018, an estimated $3.97K.
  • Rehmann Capital Advisory Group first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2018 and held it in 1 quarter.
  • Rehmann Capital Advisory Group's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $3.97K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2018, filed 12 Feb 2019.