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V Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

V Wealth Advisors’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
2017
Q3 		– Sell
-2,200
Closed -$22K – 471
2017
Q2 		$22K Buy
+2,200
New +$22.4K 0.01% 439

Other funds holding JPC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

V Wealth Advisors's JPC Position: Q3 2017 in Review

V Wealth Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2017, closing a stake of 2,200 shares — an estimated $22K sold.

V Wealth Advisors first reported a position in JPC in Q2 2017 and held it in 1 quarter. The position peaked at $22K in Q2 2017. 116 funds tracked by Wall St. Rank hold JPC as of Q3 2017.

  • V Wealth Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 2,200 Nuveen Preferred & Income Opportunities Fund shares in Q3 2017, an estimated $22K.
  • V Wealth Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $22K in Q2 2017.
  • 116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.