WAM
JPI

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

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-500
Closed -$11K – 1245
2019
Q1 		$11K Buy
+500
New +$11K ﹤0.01% 1490

Other funds holding JPI

CA
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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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JPI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2019, closing a stake of 500 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in JPI in Q1 2019 and held it in 1 quarter. The position peaked at $11K in Q1 2019. 58 funds tracked by Wall St. Rank hold JPI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 500 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2019 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Nuveen Preferred Securities & Income Opportunities Fund position peaked at $11K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.