W
JPC icon

WealthOne’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

WealthOne’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
Q1 		– Sell
-1,500
Closed -$13K – 323
2018
Q4 		$13K Buy
+1,500
New +$13.3K 0.01% 344

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return

WealthOne's JPC Position: Q1 2019 in Review

WealthOne sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2019, closing a stake of 1,500 shares — an estimated $13K sold.

WealthOne first reported a position in JPC in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 121 funds tracked by Wall St. Rank hold JPC as of Q1 2019.

  • WealthOne reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 1,500 Nuveen Preferred & Income Opportunities Fund shares in Q1 2019, an estimated $13K.
  • WealthOne first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's Nuveen Preferred & Income Opportunities Fund position peaked at $13K in Q4 2018.
  • 121 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.