VWA
JPI

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

V Wealth Advisors’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
2017
Q3 		– Sell
-3,173
Closed -$79K – 473
2017
Q2 		$79K Buy
+3,173
New +$78.5K 0.04% 261

Other funds holding JPI

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAM
ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

V Wealth Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2017, closing a stake of 3,173 shares — an estimated $79K sold.

V Wealth Advisors first reported a position in JPI in Q2 2017 and held it in 1 quarter. The position peaked at $79K in Q2 2017. 47 funds tracked by Wall St. Rank hold JPI as of Q3 2017.

  • V Wealth Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 3,173 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2017, an estimated $79K.
  • V Wealth Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $79K in Q2 2017.
  • 47 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2017.

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