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Simon Quick Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Simon Quick Advisors’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
2017
Q4 		– Sell
-1,975
Closed -$21K – 530
2017
Q3 		$21K Hold
1,975
– – 0.01% 360
2017
Q2 		$21K Hold
1,975
– – 0.01% 177
2017
Q1 		$19K Buy
+1,975
New +$19.5K 0.01% 216

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Simon Quick Advisors's JPC Position: Q4 2017 in Review

Simon Quick Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2017, closing a stake of 1,975 shares — an estimated $21K sold.

Simon Quick Advisors first reported a position in JPC in Q1 2017 and held it in 3 quarters. The position peaked at $21K in Q3 2017. 113 funds tracked by Wall St. Rank hold JPC as of Q4 2017.

  • Simon Quick Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 1,975 Nuveen Preferred & Income Opportunities Fund shares in Q4 2017, an estimated $21K.
  • Simon Quick Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2017 and held it in 3 quarters.
  • Simon Quick Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $21K in Q3 2017.
  • 113 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2017.

Based on Simon Quick Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.