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Whitnell & Co’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Whitnell & Co’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
2013
Q3 		– Sell
-336
Closed -$3K – 322
2013
Q2 		$3K Buy
+336
New +$3.4K ﹤0.01% 362

Other funds holding JPC

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Whitnell & Co's JPC Position: Q3 2013 in Review

Whitnell & Co sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2013, closing a stake of 336 shares — an estimated $3K sold.

Whitnell & Co first reported a position in JPC in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 78 funds tracked by Wall St. Rank hold JPC as of Q3 2013.

  • Whitnell & Co reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2013 after selling out during the quarter.
  • Whitnell & Co sold 336 Nuveen Preferred & Income Opportunities Fund shares in Q3 2013, an estimated $3K.
  • Whitnell & Co first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 1 quarter.
  • Whitnell & Co's Nuveen Preferred & Income Opportunities Fund position peaked at $3K in Q2 2013.
  • 78 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.