Stratos Wealth Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Stratos Wealth Partners’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
2018 Q4	–	Sell	-900	Closed	-$20K	–	1690
2018 Q3	$20K	Buy	+900	New	+$20.9K	﹤0.01%	1876
2018 Q2	–	Sell	-1,150	Closed	-$27K	–	1813
2018 Q1	$27K	Hold	1,150	–	–	﹤0.01%	1887
2017 Q4	$28K	Buy	+1,150	New	+$28.9K	﹤0.01%	1787

Other funds holding JPI

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

Stratos Wealth Partners's JPI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2018, closing a stake of 900 shares — an estimated $20K sold.

Stratos Wealth Partners first reported a position in JPI in Q4 2017 and held it in 3 quarters. The position peaked at $28K in Q4 2017. 51 funds tracked by Wall St. Rank hold JPI as of Q4 2018.

Stratos Wealth Partners reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 900 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2018, an estimated $20K.
Stratos Wealth Partners first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $28K in Q4 2017.
51 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.