Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
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Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
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Stocks ranked by analyst price target upside potential
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Latest analyst price targets & ratings by research analysts
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Stock index based on fund manager activity updated each quarter
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RIG
Roosevelt Investment Group’s
Nuveen Preferred & Income Opportunities Fund
JPC
Stock Holding History
Roosevelt Investment Group’s Portfolio
JPC Stock Details
JPC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2019
Q4
–
Sell
-13,149
Closed
-$132K
–
163
2019
Q3
$132K
Sell
13,149
-1,322
-
9
%
-$13.3K
0.02%
148
2019
Q2
$143K
Sell
14,471
-81
-
0.6
%
-$800
0.02%
145
2019
Q1
$139K
Hold
14,552
–
–
0.02%
144
2018
Q4
$121K
Buy
+14,552
New
+$121K
0.01%
201
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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