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Stifel Nicolaus & Co’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$222K Sell
25,612
-19,533
-43% -$176K ﹤0.01% 1311
2013
Q2 		$431K Buy
+45,145
New +$457K 0.01% 911

Other funds holding JPC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Stifel Nicolaus & Co's JPC Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 43% in Q3 2013, selling an estimated $176K and leaving 25,612 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Stifel Nicolaus & Co first reported a position in JPC in Q2 2013 and has held it in 2 quarters since. The position peaked at $431K in Q2 2013. 78 funds tracked by Wall St. Rank hold JPC as of Q3 2013.

  • Stifel Nicolaus & Co held 25,612 shares of Nuveen Preferred & Income Opportunities Fund worth $222K as of Q3 2013.
  • Stifel Nicolaus & Co sold 19,533 Nuveen Preferred & Income Opportunities Fund shares in Q3 2013, an estimated $176K.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1311 holding.
  • Stifel Nicolaus & Co first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Nuveen Preferred & Income Opportunities Fund position peaked at $431K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.