SignalPoint Asset Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

SignalPoint Asset Management’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
2015 Q3	–	Sell	-10,000	Closed	-$234K	–	199
2015 Q2	$234K	Hold	10,000	–	–	0.1%	168
2015 Q1	$234K	Hold	10,000	–	–	0.1%	168
2014 Q4	$224K	Hold	10,000	–	–	0.1%	148
2014 Q3	$229K	Hold	10,000	–	–	0.11%	140
2014 Q2	$235K	Hold	10,000	–	–	0.1%	147
2014 Q1	$228K	Buy	+10,000	New	+$227K	0.11%	142

Other funds holding JPI

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

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

PAIM

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

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

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

SignalPoint Asset Management's JPI Position: Q3 2015 in Review

SignalPoint Asset Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2015, closing a stake of 10,000 shares — an estimated $234K sold.

SignalPoint Asset Management first reported a position in JPI in Q1 2014 and held it in 6 quarters. The position peaked at $235K in Q2 2014. 37 funds tracked by Wall St. Rank hold JPI as of Q3 2015.

SignalPoint Asset Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2015 after selling out during the quarter.
SignalPoint Asset Management sold 10,000 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2015, an estimated $234K.
SignalPoint Asset Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2014 and held it in 6 quarters.
SignalPoint Asset Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $235K in Q2 2014.
37 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2015.

Based on SignalPoint Asset Management's 13F filing for Q3 2015, filed 4 Nov 2015.