Wellington Management Group
JPC icon

Wellington Management Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Wellington Management Group’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
2016
Q1 		– Sell
-24,300
Closed -$223K – 2171
2015
Q4 		$223K Sell
24,300
-24,200
-50% -$221K ﹤0.01% 2077
2015
Q3 		$436K Buy
+48,500
New +$445K ﹤0.01% 1972

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Morgan Stanley
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group's JPC Position: Q1 2016 in Review

Wellington Management Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2016, closing a stake of 24,300 shares — an estimated $223K sold.

Wellington Management Group first reported a position in JPC in Q3 2015 and held it in 2 quarters. The position peaked at $436K in Q3 2015. 96 funds tracked by Wall St. Rank hold JPC as of Q1 2016.

  • Wellington Management Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2016 after selling out during the quarter.
  • Wellington Management Group sold 24,300 Nuveen Preferred & Income Opportunities Fund shares in Q1 2016, an estimated $223K.
  • Wellington Management Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2015 and held it in 2 quarters.
  • Wellington Management Group's Nuveen Preferred & Income Opportunities Fund position peaked at $436K in Q3 2015.
  • 96 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2016.

Based on Wellington Management Group's 13F filing for Q1 2016, filed 13 May 2016.