SG Americas Securities’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

SG Americas Securities’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 Q1	–	Sell	-13,664	Closed	-$338K	–	3404
2017 Q4	$338K	Buy	13,664 +6,533	+92%	+$164K	﹤0.01%	2099
2017 Q3	$180K	Sell	7,131 -16,361	-70%	-$408K	﹤0.01%	2672
2017 Q2	$578K	Buy	+23,492	New	+$581K	0.01%	1771
2017 Q1	–	Sell	-7,955	Closed	-$182K	–	3424
2016 Q4	$182K	Buy	+7,955	New	+$186K	﹤0.01%	2432
2015 Q1	–	Sell	-36,080	Closed	-$810K	–	2814
2014 Q4	$810K	Buy	+36,080	New	+$830K	﹤0.01%	1339

Other funds holding JPI

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

CRC

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

SG Americas Securities's JPI Position: Q1 2018 in Review

SG Americas Securities sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2018, closing a stake of 13,664 shares — an estimated $338K sold.

SG Americas Securities first reported a position in JPI in Q4 2014 and held it in 5 quarters. The position peaked at $810K in Q4 2014. 55 funds tracked by Wall St. Rank hold JPI as of Q1 2018.

SG Americas Securities reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2018 after selling out during the quarter.
SG Americas Securities sold 13,664 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2018, an estimated $338K.
SG Americas Securities first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2014 and held it in 5 quarters.
SG Americas Securities's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $810K in Q4 2014.
55 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2018.

Based on SG Americas Securities's 13F filing for Q1 2018, filed 3 May 2018.