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SFG
StrategIQ Financial Group’s
Nuveen Preferred & Income Opportunities Fund
JPC
Stock Holding History
StrategIQ Financial Group’s Portfolio
JPC Stock Details
JPC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q1
–
Hold
0
–
–
–
136
Other funds holding JPC
Wells Fargo
San Francisco, California
$617B AUM
30.33%
1-Year Est. Return
RCM
Rivernorth Capital Management
West Palm Beach, Florida
$2.1B AUM
2.15%
1-Year Est. Return
Morgan Stanley
New York
$1.89T AUM
35.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$786B AUM
40.34%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.26T AUM
61.52%
1-Year Est. Return
Cohen & Steers
New York
$63.2B AUM
17.15%
1-Year Est. Return
JWM
Jacobus Wealth Management
Milwaukee, Wisconsin
$382M AUM
16.31%
1-Year Est. Return
AAMU
AEGON Asset Management (UK)
Edinburgh, United Kingdom
$9.38B AUM
48.94%
1-Year Est. Return
FFA
First Foundation Advisors
Irvine, California
$2.78B AUM
23.76%
1-Year Est. Return
LPL Financial
San Diego, California
$445B AUM
25.58%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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