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WealthBridge Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-3,100
Closed -$30K – 504
2019
Q1 		$30K Sell
3,100
-150
-5% -$1.38K 0.02% 378
2018
Q4 		$27K Buy
+3,250
New +$28.7K 0.02% 352

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WealthBridge Capital Management's JPC Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2019, closing a stake of 3,100 shares — an estimated $30K sold.

WealthBridge Capital Management first reported a position in JPC in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2019. 114 funds tracked by Wall St. Rank hold JPC as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 3,100 Nuveen Preferred & Income Opportunities Fund shares in Q2 2019, an estimated $30K.
  • WealthBridge Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $30K in Q1 2019.
  • 114 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.