S
JPI

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

SignatureFD’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
2020
Q4 		– Sell
-400
Closed -$9K – 2627
2020
Q3 		$9K Buy
+400
New +$8.95K ﹤0.01% 1672

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

SignatureFD's JPI Position: Q4 2020 in Review

SignatureFD sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2020, closing a stake of 400 shares — an estimated $9K sold.

SignatureFD first reported a position in JPI in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 65 funds tracked by Wall St. Rank hold JPI as of Q4 2020.

  • SignatureFD reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • SignatureFD sold 400 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2020, an estimated $9K.
  • SignatureFD first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2020 and held it in 1 quarter.
  • SignatureFD's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $9K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2020.

Based on SignatureFD's 13F filing for Q4 2020, filed 11 Feb 2021.