Telemus Capital’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Telemus Capital’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
2021 Q3	–	Sell	-17,450	Closed	-$174K	–	369
2021 Q2	$174K	Sell	17,450 -190	-1%	-$1.85K	0.01%	332
2021 Q1	$167K	Sell	17,640 -1,000	-5%	-$9.22K	0.01%	379
2020 Q4	$177K	Sell	18,640 -3,000	-14%	-$26.6K	0.01%	365
2020 Q3	$186K	Hold	21,640	–	–	0.01%	413
2020 Q2	$178K	Buy	21,640 +1,125	+5%	+$8.98K	0.01%	387
2020 Q1	$173K	Buy	20,515 +65	+0.3%	+$617	0.01%	360
2019 Q4	$214K	Hold	20,450	–	–	0.02%	357
2019 Q3	$206K	Hold	20,450	–	–	0.02%	365
2019 Q2	$197K	Hold	20,450	–	–	0.02%	353
2019 Q1	$195K	Hold	20,450	–	–	0.01%	405
2018 Q4	$171K	Hold	20,450	–	–	0.01%	400
2018 Q3	$190K	Hold	20,450	–	–	0.01%	424
2018 Q2	$191K	Hold	20,450	–	–	0.01%	411
2018 Q1	$205K	Hold	20,450	–	–	0.02%	399
2017 Q4	$211K	Hold	20,450	–	–	0.02%	397
2017 Q3	$216K	Sell	20,450 -850	-4%	-$8.92K	0.02%	307
2017 Q2	$222K	Sell	21,300 -10,000	-32%	-$102K	0.02%	330
2017 Q1	$307K	Buy	31,300 +850	+3%	+$8.4K	0.03%	272
2016 Q4	$300K	Sell	30,450 -850	-3%	-$8.14K	0.04%	255
2016 Q3	$314K	Hold	31,300	–	–	0.04%	268
2016 Q2	$314K	Sell	31,300 -6,650	-18%	-$65.8K	0.04%	262
2016 Q1	$355K	Buy	+37,950	New	+$351K	0.06%	232

Other funds holding JPC

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

IWA

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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Telemus Capital's JPC Position: Q3 2021 in Review

Telemus Capital sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2021, closing a stake of 17,450 shares — an estimated $174K sold.

Telemus Capital first reported a position in JPC in Q1 2016 and held it in 22 quarters. The position peaked at $355K in Q1 2016. 126 funds tracked by Wall St. Rank hold JPC as of Q3 2021.

Telemus Capital reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2021 after selling out during the quarter.
Telemus Capital sold 17,450 Nuveen Preferred & Income Opportunities Fund shares in Q3 2021, an estimated $174K.
Telemus Capital first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2016 and held it in 22 quarters.
Telemus Capital's Nuveen Preferred & Income Opportunities Fund position peaked at $355K in Q1 2016.
126 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2021.

Based on Telemus Capital's 13F filing for Q3 2021, filed 27 Oct 2021.