SBL
JPI

Sargent Bickham Lagudis’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Sargent Bickham Lagudis’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
2017
Q4 		– Sell
-394
Closed -$10K – 811
2017
Q3 		$10K Hold
394
– – ﹤0.01% 608
2017
Q2 		$10K Sell
394
-606
-61% -$15K ﹤0.01% 578
2017
Q1 		$24K Buy
+1,000
New +$23.8K ﹤0.01% 462

Other funds holding JPI

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Sargent Bickham Lagudis's JPI Position: Q4 2017 in Review

Sargent Bickham Lagudis sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2017, closing a stake of 394 shares — an estimated $10K sold.

Sargent Bickham Lagudis first reported a position in JPI in Q1 2017 and held it in 3 quarters. The position peaked at $24K in Q1 2017. 54 funds tracked by Wall St. Rank hold JPI as of Q4 2017.

  • Sargent Bickham Lagudis reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 394 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2017, an estimated $10K.
  • Sargent Bickham Lagudis first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2017 and held it in 3 quarters.
  • Sargent Bickham Lagudis's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $24K in Q1 2017.
  • 54 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2017, filed 13 Sep 2021.