Starfire Investment Advisers’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Starfire Investment Advisers’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
2020 Q2	$197K	Hold	23,945	–	–	0.09%	155
2020 Q1	$175K	Hold	23,945	–	–	0.1%	145
2019 Q4	$250K	Hold	23,945	–	–	0.1%	154
2019 Q3	$240K	Hold	23,945	–	–	0.1%	156
2019 Q2	$237K	Hold	23,945	–	–	0.11%	146
2019 Q1	$228K	Sell	23,945 -1,100	-4%	-$10.1K	0.1%	146
2018 Q4	$208K	Buy	25,045 +1,730	+7%	+$15.3K	0.11%	136
2018 Q3	$216K	Buy	+23,315	New	+$218K	0.11%	123
2017 Q2	–	Sell	-67,115	Closed	-$666K	–	129
2017 Q1	$666K	Sell	67,115 -2,225	-3%	-$22K	0.36%	57
2016 Q4	$682K	Hold	69,340	–	–	0.39%	57
2016 Q3	$695K	Buy	69,340 +2,700	+4%	+$27.8K	0.41%	55
2016 Q2	$668K	Hold	66,640	–	–	0.46%	49
2016 Q1	$624K	Hold	66,640	–	–	0.41%	55
2015 Q4	$610K	Hold	66,640	–	–	0.42%	56
2015 Q3	$599K	Hold	66,640	–	–	0.44%	55
2015 Q2	$610K	Hold	66,640	–	–	0.4%	57
2015 Q1	$635K	Buy	+66,640	New	+$634K	0.42%	57

Other funds holding JPC

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RJA

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

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Starfire Investment Advisers's JPC Position: Q2 2020 in Review

Starfire Investment Advisers held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q2 2020 at 23,945 shares worth $197K. The position accounts for 0.09% of the portfolio, ranked #155.

Starfire Investment Advisers first reported a position in JPC in Q1 2015 and has held it in 17 quarters since. The position peaked at $695K in Q3 2016. 110 funds tracked by Wall St. Rank hold JPC as of Q2 2020.

Starfire Investment Advisers held 23,945 shares of Nuveen Preferred & Income Opportunities Fund worth $197K as of Q2 2020.
Starfire Investment Advisers left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q2 2020.
Nuveen Preferred & Income Opportunities Fund made up 0.09% of Starfire Investment Advisers's portfolio in Q2 2020, its #155 holding.
Starfire Investment Advisers first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2015 and has held it in 17 quarters since.
Starfire Investment Advisers's Nuveen Preferred & Income Opportunities Fund position peaked at $695K in Q3 2016.
110 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2020.

Based on Starfire Investment Advisers's 13F filing for Q2 2020, filed 9 Jul 2020.