Squar Milner Financial Services’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-5,744	Closed	-$104K	–	468
2020 Q1	$104K	Hold	5,744	–	–	0.06%	255
2019 Q4	$148K	Buy	+5,744	New	+$144K	0.07%	250
2019 Q3	–	Sell	-5,744	Closed	-$136K	–	474
2019 Q2	$136K	Hold	5,744	–	–	0.09%	220
2019 Q1	$129K	Buy	+5,744	New	+$126K	0.1%	225

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

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

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Squar Milner Financial Services's JPI Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2020, closing a stake of 5,744 shares — an estimated $104K sold.

Squar Milner Financial Services first reported a position in JPI in Q1 2019 and held it in 4 quarters. The position peaked at $148K in Q4 2019. 54 funds tracked by Wall St. Rank hold JPI as of Q2 2020.

Squar Milner Financial Services reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,744 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2020, an estimated $104K.
Squar Milner Financial Services first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2019 and held it in 4 quarters.
Squar Milner Financial Services's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $148K in Q4 2019.
54 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.