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US Global Investors Funds’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

US Global Investors Funds’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
2013
Q4 		$47K Buy
+5,375
New +$46.9K 0.01% 311

Other funds holding JPC

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TFMS
Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

US Global Investors Funds's JPC Position: Q4 2013 in Review

US Global Investors Funds opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2013: 5,375 shares worth $47K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

90 funds tracked by Wall St. Rank hold JPC as of Q4 2013.

  • US Global Investors Funds held 5,375 shares of Nuveen Preferred & Income Opportunities Fund worth $47K as of Q4 2013.
  • Nuveen Preferred & Income Opportunities Fund was a new US Global Investors Funds position in Q4 2013.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of US Global Investors Funds's portfolio in Q4 2013, its #311 holding.
  • 90 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2013.

Based on US Global Investors Funds's 13F filing for Q4 2013, filed 18 Feb 2014.