TC
JPI

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

Telemus Capital’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
2021
Q2 		– Sell
-40,000
Closed -$1M – 371
2021
Q1 		$1M Hold
40,000
– – 0.07% 188
2020
Q4 		$984K Hold
40,000
– – 0.07% 176
2020
Q3 		$889K Hold
40,000
– – 0.07% 210
2020
Q2 		$860K Buy
+40,000
New +$813K 0.07% 193

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Telemus Capital's JPI Position: Q2 2021 in Review

Telemus Capital sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2021, closing a stake of 40,000 shares — an estimated $1M sold.

Telemus Capital first reported a position in JPI in Q2 2020 and held it in 4 quarters. The position peaked at $1M in Q1 2021. 57 funds tracked by Wall St. Rank hold JPI as of Q2 2021.

  • Telemus Capital reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Telemus Capital sold 40,000 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2021, an estimated $1M.
  • Telemus Capital first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2020 and held it in 4 quarters.
  • Telemus Capital's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $1M in Q1 2021.
  • 57 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2021.

Based on Telemus Capital's 13F filing for Q2 2021, filed 9 Aug 2021.