TrustCore Financial Services’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

TrustCore Financial Services’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 Q3	–	Sell	-3,005	Closed	-$28K	–	899
2018 Q2	$28K	Hold	3,005	–	–	0.01%	382
2018 Q1	$30K	Sell	3,005 -19,211	-86%	-$190K	0.01%	343
2017 Q4	$230K	Buy	+22,216	New	+$232K	0.09%	116

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BCI

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AAMU

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CRC

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PPA

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FFA

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TrustCore Financial Services's JPC Position: Q3 2018 in Review

TrustCore Financial Services sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2018, closing a stake of 3,005 shares — an estimated $28K sold.

TrustCore Financial Services first reported a position in JPC in Q4 2017 and held it in 3 quarters. The position peaked at $230K in Q4 2017. 117 funds tracked by Wall St. Rank hold JPC as of Q3 2018.

TrustCore Financial Services reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2018 after selling out during the quarter.
TrustCore Financial Services sold 3,005 Nuveen Preferred & Income Opportunities Fund shares in Q3 2018, an estimated $28K.
TrustCore Financial Services first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2017 and held it in 3 quarters.
TrustCore Financial Services's Nuveen Preferred & Income Opportunities Fund position peaked at $230K in Q4 2017.
117 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2018.

Based on TrustCore Financial Services's 13F filing for Q3 2018, filed 9 Nov 2018.