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Taylor Wealth Management Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Taylor Wealth Management Partners’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
2015
Q2 		– Sell
-250
Closed -$2K – 200
2015
Q1 		$2K Buy
+250
New +$2.38K ﹤0.01% 168

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Cohen & Steers
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Invesco
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Wells Fargo
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Taylor Wealth Management Partners's JPC Position: Q2 2015 in Review

Taylor Wealth Management Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2015, closing a stake of 250 shares — an estimated $2K sold.

Taylor Wealth Management Partners first reported a position in JPC in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 94 funds tracked by Wall St. Rank hold JPC as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 250 Nuveen Preferred & Income Opportunities Fund shares in Q2 2015, an estimated $2K.
  • Taylor Wealth Management Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $2K in Q1 2015.
  • 94 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2015, filed 6 Nov 2015.