Squarepoint
JPI

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

Squarepoint’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
2017
Q1 		– Sell
-12,400
Closed -$284K – 1714
2016
Q4 		$284K Buy
+12,400
New +$290K 0.01% 1187

Other funds holding JPI

Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Squarepoint's JPI Position: Q1 2017 in Review

Squarepoint sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2017, closing a stake of 12,400 shares — an estimated $284K sold.

Squarepoint first reported a position in JPI in Q4 2016 and held it in 1 quarter. The position peaked at $284K in Q4 2016. 50 funds tracked by Wall St. Rank hold JPI as of Q1 2017.

  • Squarepoint reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2017 after selling out during the quarter.
  • Squarepoint sold 12,400 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2017, an estimated $284K.
  • Squarepoint first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2016 and held it in 1 quarter.
  • Squarepoint's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $284K in Q4 2016.
  • 50 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2017.

Based on Squarepoint's 13F filing for Q1 2017, filed 15 May 2017.