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Wealthspire Advisors (Maryland)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Wealthspire Advisors (Maryland)’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
-621
Closed -$5K – 2530
2018
Q4 		$5K Buy
+621
New +$5.49K ﹤0.01% 1730
2016
Q2 		– Sell
-2,885
Closed -$27K – 1754
2016
Q1 		$27K Buy
+2,885
New +$26.7K ﹤0.01% 866

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JPC Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2019, closing a stake of 621 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in JPC in Q1 2016 and held it in 2 quarters. The position peaked at $27K in Q1 2016. 121 funds tracked by Wall St. Rank hold JPC as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 621 Nuveen Preferred & Income Opportunities Fund shares in Q1 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2016 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Nuveen Preferred & Income Opportunities Fund position peaked at $27K in Q1 2016.
  • 121 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.