Walled Lake Planning & Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q1	–	Sell	-8	Closed	–	–	346
2020 Q4	$0	Sell	8 -9	-53%	-$208	﹤0.01%	335
2020 Q3	$0	Buy	17 +1	+6%	+$22	﹤0.01%	353
2020 Q2	$0	Hold	16	–	–	﹤0.01%	353
2020 Q1	$0	Buy	+16	New	+$377	﹤0.01%	345

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Walled Lake Planning & Wealth Management's JPI Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2021, closing a stake of 8 shares.

Walled Lake Planning & Wealth Management first reported a position in JPI in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q4 2020. 62 funds tracked by Wall St. Rank hold JPI as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 8 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2021.
Walled Lake Planning & Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $0 in Q4 2020.
62 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.