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

Tradewinds Capital Management’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
2018 Q4	–	Sell	-80	Closed	-$1K	–	648
2018 Q3	$1K	Sell	80 -80	-50%	-$749	﹤0.01%	602
2018 Q2	$1K	Buy	+160	New	+$1.57K	﹤0.01%	610
2018 Q1	–	Sell	-160	Closed	-$1.58K	–	562
2017 Q4	$2K	Hold	160	–	–	﹤0.01%	597
2017 Q3	$2K	Hold	160	–	–	﹤0.01%	583
2017 Q2	$2K	Buy	+160	New	+$1.63K	﹤0.01%	568
2017 Q1	–	Hold	0	–	–	–	590
2016 Q4	–	Sell	-400	Closed	-$3.83K	–	464
2016 Q3	$4K	Buy	+400	New	+$4.12K	﹤0.01%	458

Other funds holding JPC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Tradewinds Capital Management's JPC Position: Q4 2018 in Review

Tradewinds Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2018, closing a stake of 80 shares — an estimated $1K sold.

Tradewinds Capital Management first reported a position in JPC in Q3 2016 and held it in 6 quarters. The position peaked at $4K in Q3 2016. 124 funds tracked by Wall St. Rank hold JPC as of Q4 2018.

Tradewinds Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Tradewinds Capital Management sold 80 Nuveen Preferred & Income Opportunities Fund shares in Q4 2018, an estimated $1K.
Tradewinds Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2016 and held it in 6 quarters.
Tradewinds Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $4K in Q3 2016.
124 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2018.

Based on Tradewinds Capital Management's 13F filing for Q4 2018, filed 31 Jan 2019.