SEI Investments’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

SEI Investments’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
2018 Q3	–	Sell	-813	Closed	-$8K	–	2993
2018 Q2	$8K	Sell	813 -161	-17%	-$1.58K	﹤0.01%	3058
2018 Q1	$10K	Sell	974 -592	-38%	-$5.84K	﹤0.01%	2873
2017 Q4	$16K	Sell	1,566 -3,471	-69%	-$36.3K	﹤0.01%	2670
2017 Q3	$53K	Buy	+5,037	New	+$52.8K	﹤0.01%	2261
2017 Q2	–	Sell	-239	Closed	-$2K	–	3189
2017 Q1	$2K	Hold	239	–	–	﹤0.01%	2714
2016 Q4	$2K	Hold	239	–	–	﹤0.01%	2722
2016 Q3	$2K	Buy	+239	New	+$2.46K	﹤0.01%	2654
2015 Q2	–	Sell	-605	Closed	-$6K	–	2315
2015 Q1	$6K	Buy	+605	New	+$5.76K	﹤0.01%	1986

Other funds holding JPC

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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

AAMU

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

CRC

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

PPA

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

FFA

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

SEI Investments's JPC Position: Q3 2018 in Review

SEI Investments sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2018, closing a stake of 813 shares — an estimated $8K sold.

SEI Investments first reported a position in JPC in Q1 2015 and held it in 8 quarters. The position peaked at $53K in Q3 2017. 117 funds tracked by Wall St. Rank hold JPC as of Q3 2018.

SEI Investments reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 813 Nuveen Preferred & Income Opportunities Fund shares in Q3 2018, an estimated $8K.
SEI Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2015 and held it in 8 quarters.
SEI Investments's Nuveen Preferred & Income Opportunities Fund position peaked at $53K in Q3 2017.
117 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.