Sphinx Trading’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Sphinx Trading’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 Q2	$252K	Buy	+27,000	New	+$265K	1.11%	31
2016 Q4	$197K	Buy	20,000 +10,000	+100%	+$95.8K	0.39%	23
2016 Q3	$100K	Hold	10,000	–	–	0.2%	49
2016 Q2	$100K	Hold	10,000	–	–	0.2%	50
2016 Q1	$94K	Hold	10,000	–	–	0.17%	53
2015 Q4	$92K	Hold	10,000	–	–	0.13%	71
2015 Q3	$90K	Hold	10,000	–	–	0.09%	74
2015 Q2	$92K	Hold	10,000	–	–	0.1%	74
2015 Q1	$95K	Hold	10,000	–	–	0.13%	71
2014 Q4	$96K	Buy	+10,000	New	+$93.2K	0.08%	62

Other funds holding JPC

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

PPA

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

FFA

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

Sphinx Trading's JPC Position: Q2 2018 in Review

Sphinx Trading opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2018: 27,000 shares worth $252K. The stake represents 1.11% of the portfolio and ranks #31 among its holdings. This is a return to the name: Sphinx Trading previously reported a position in JPC as recently as Q4 2016.

Sphinx Trading first reported a position in JPC in Q4 2014 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold JPC as of Q2 2018.

Sphinx Trading held 27,000 shares of Nuveen Preferred & Income Opportunities Fund worth $252K as of Q2 2018.
Nuveen Preferred & Income Opportunities Fund was a new Sphinx Trading position in Q2 2018.
Nuveen Preferred & Income Opportunities Fund made up 1.11% of Sphinx Trading's portfolio in Q2 2018, its #31 holding.
Sphinx Trading first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2014 and has held it in 10 quarters since.
115 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2018.

Based on Sphinx Trading's 13F filing for Q2 2018, filed 17 Jul 2018.