Robinson Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Robinson Capital Management’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
2017 Q4	–	Sell	-133,247	Closed	-$1.41M	–	90
2017 Q3	$1.41M	Sell	133,247 -4,000	-3%	-$42K	0.63%	57
2017 Q2	$1.43M	Buy	+137,247	New	+$1.4M	0.62%	55
2014 Q1	–	Sell	-25,000	Closed	-$249K	–	73
2013 Q4	$249K	Buy	+25,000	New	+$218K	0.22%	53

Other funds holding JPC

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPA

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Robinson Capital Management's JPC Position: Q4 2017 in Review

Robinson Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2017, closing a stake of 133,247 shares — an estimated $1.41M sold.

Robinson Capital Management first reported a position in JPC in Q4 2013 and held it in 3 quarters. The position peaked at $1.43M in Q2 2017. 113 funds tracked by Wall St. Rank hold JPC as of Q4 2017.

Robinson Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2017 after selling out during the quarter.
Robinson Capital Management sold 133,247 Nuveen Preferred & Income Opportunities Fund shares in Q4 2017, an estimated $1.41M.
Robinson Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2013 and held it in 3 quarters.
Robinson Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $1.43M in Q2 2017.
113 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2017.

Based on Robinson Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.