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

WFG Advisors’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
2017
Q2 		$922K Buy
88,669
+26,477
+43% +$269K 0.21% 114
2017
Q1 		$610K Sell
62,192
-16,805
-21% -$166K 0.16% 142
2016
Q4 		$777K Buy
78,997
+27,481
+53% +$263K 0.19% 137
2016
Q3 		$516K Buy
51,516
+28,616
+125% +$294K 0.13% 176
2016
Q2 		$229K Sell
22,900
-166
-0.7% -$1.64K 0.06% 298
2016
Q1 		$216K Buy
23,066
+10,309
+81% +$95.3K 0.06% 281
2015
Q4 		$117K Buy
12,757
+6,410
+101% +$58.6K 0.04% 430
2015
Q3 		$57K Buy
6,347
+1,676
+36% +$15.4K 0.02% 604
2015
Q2 		$43K Hold
4,671
– – 0.01% 766
2015
Q1 		$45K Sell
4,671
-4,190
-47% -$39.9K 0.01% 757
2014
Q4 		$85K Buy
8,861
+280
+3% +$2.61K 0.02% 686
2014
Q3 		$79K Buy
8,581
+1,886
+28% +$17.8K 0.02% 740
2014
Q2 		$65K Hold
6,695
– – 0.01% 814
2014
Q1 		$62K Buy
6,695
+500
+8% +$4.56K 0.01% 825
2013
Q4 		$55K Buy
6,195
+2,350
+61% +$20.5K 0.01% 965
2013
Q3 		$33K Buy
3,845
+320
+9% +$2.88K 0.01% 1082
2013
Q2 		$34K Buy
+3,525
New +$35.7K 0.01% 1030

Other funds holding JPC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JWM
Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

WFG Advisors's JPC Position: Q2 2017 in Review

WFG Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 43% in Q2 2017, buying an estimated $269K and bringing the position to 88,669 shares worth $922K. The position accounts for 0.21% of the portfolio, ranked #114.

WFG Advisors first reported a position in JPC in Q2 2013 and has held it in 17 quarters since. 117 funds tracked by Wall St. Rank hold JPC as of Q2 2017.

  • WFG Advisors held 88,669 shares of Nuveen Preferred & Income Opportunities Fund worth $922K as of Q2 2017.
  • WFG Advisors bought 26,477 Nuveen Preferred & Income Opportunities Fund shares in Q2 2017, an estimated $269K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.21% of WFG Advisors's portfolio in Q2 2017, its #114 holding.
  • WFG Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and has held it in 17 quarters since.
  • 117 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.