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

WFG Advisors’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
2017 Q2	$83K	Buy	3,375 +2,735	+427%	+$67.6K	0.02%	569
2017 Q1	$15K	Sell	640 -2,735	-81%	-$65K	﹤0.01%	960
2016 Q4	$77K	Buy	3,375 +435	+15%	+$10.2K	0.02%	610
2016 Q3	$72K	Hold	2,940	–	–	0.02%	615
2016 Q2	$72K	Hold	2,940	–	–	0.02%	589
2016 Q1	$69K	Buy	2,940 +100	+4%	+$2.3K	0.02%	577
2015 Q4	$65K	Buy	2,840 +2,040	+255%	+$46.8K	0.02%	583
2015 Q3	$18K	Hold	800	–	–	0.01%	930
2015 Q2	$18K	Buy	800 +500	+167%	+$11.6K	0.01%	1007
2015 Q1	$7K	Buy	+300	New	+$6.98K	﹤0.01%	1288

Other funds holding JPI

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IAM

ICM Asset Management Spokane, Washington $18.1M AUM 30.29% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFG Advisors's JPI Position: Q2 2017 in Review

WFG Advisors increased its Nuveen Preferred Securities & Income Opportunities Fund (JPI) stake by 427% in Q2 2017, buying an estimated $67.6K and bringing the position to 3,375 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #569.

WFG Advisors first reported a position in JPI in Q1 2015 and has held it in 10 quarters since. 57 funds tracked by Wall St. Rank hold JPI as of Q2 2017.

WFG Advisors held 3,375 shares of Nuveen Preferred Securities & Income Opportunities Fund worth $83K as of Q2 2017.
WFG Advisors bought 2,735 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2017, an estimated $67.6K.
Nuveen Preferred Securities & Income Opportunities Fund made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #569 holding.
WFG Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2015 and has held it in 10 quarters since.
57 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2017.

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