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Vantage Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Vantage Investment 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
2016
Q4 		– Sell
-794
Closed -$8K – 829
2016
Q3 		$8K Sell
794
-793
-50% -$8.16K ﹤0.01% 538
2016
Q2 		$16K Buy
+1,587
New +$15.7K 0.01% 450

Other funds holding JPC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vantage Investment Advisors's JPC Position: Q4 2016 in Review

Vantage Investment Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2016, closing a stake of 794 shares — an estimated $8K sold.

Vantage Investment Advisors first reported a position in JPC in Q2 2016 and held it in 2 quarters. The position peaked at $16K in Q2 2016. 109 funds tracked by Wall St. Rank hold JPC as of Q4 2016.

  • Vantage Investment Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Vantage Investment Advisors sold 794 Nuveen Preferred & Income Opportunities Fund shares in Q4 2016, an estimated $8K.
  • Vantage Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and held it in 2 quarters.
  • Vantage Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $16K in Q2 2016.
  • 109 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2016.

Based on Vantage Investment Advisors's 13F filing for Q4 2016, filed 13 Feb 2017.