WEC
JPI

Winslow Evans & Crocker’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$279K Buy
11,341
+3,592
+46% +$83K 0.05% 282
2020
Q3 		$170K Buy
7,749
+150
+2% +$3.36K 0.04% 291
2020
Q2 		$172K Buy
7,599
+225
+3% +$4.58K 0.05% 287
2020
Q1 		$136K Buy
7,374
+1,580
+27% +$37.2K 0.04% 285
2019
Q4 		$150K Buy
5,794
+4,400
+316% +$110K 0.04% 331
2019
Q3 		$36K Buy
1,394
+1,000
+254% +$24.2K 0.01% 555
2019
Q2 		$10K Hold
394
– – ﹤0.01% 828
2019
Q1 		$10K Hold
394
– – ﹤0.01% 819
2018
Q4 		$8K Hold
394
– – ﹤0.01% 818
2018
Q3 		$10K Hold
394
– – ﹤0.01% 796
2018
Q2 		$10K Sell
394
-3,560
-90% -$84.4K ﹤0.01% 798
2018
Q1 		$93.7K Hold
3,954
– – 0.03% 364
2017
Q4 		$97.9K Hold
3,954
– – 0.03% 372
2017
Q3 		$99.5K Sell
3,954
-824
-17% -$20.5K 0.03% 364
2017
Q2 		$117K Sell
4,778
-98
-2% -$2.42K 0.03% 405
2017
Q1 		$117K Buy
4,876
+10
+0.2% +$238 0.04% 386
2016
Q4 		$112K Buy
4,866
+24
+0.5% +$562 0.03% 388
2016
Q3 		$119K Buy
4,842
+18
+0.4% +$444 0.03% 375
2016
Q2 		$118K Sell
4,824
-14,613
-75% -$345K 0.04% 351
2016
Q1 		$455K Sell
19,437
-2,309
-11% -$53.2K 0.14% 152
2015
Q4 		$495K Buy
21,746
+17,658
+432% +$405K 0.14% 155
2015
Q3 		$89.6K Buy
4,088
+10
+0.2% +$223 0.03% 403
2015
Q2 		$90.7K Buy
4,078
+10
+0.2% +$232 0.03% 437
2015
Q1 		$95.3K Buy
4,068
+8
+0.2% +$186 0.03% 431
2014
Q4 		$91.1K Hold
4,060
– – 0.03% 431
2014
Q3 		$93K Buy
4,060
+1
+0% +$23 0.03% 436
2014
Q2 		$95.3K Hold
4,059
– – 0.03% 372
2014
Q1 		$92.5K Hold
4,059
– – 0.03% 363
2013
Q4 		$90K Buy
+4,059
New +$90.3K 0.03% 397

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Winslow Evans & Crocker's JPI Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Nuveen Preferred Securities & Income Opportunities Fund (JPI) stake by 46% in Q4 2020, buying an estimated $83K and bringing the position to 11,341 shares worth $279K. The position accounts for 0.05% of the portfolio, ranked #282.

Winslow Evans & Crocker first reported a position in JPI in Q4 2013 and has held it in 29 quarters since. The position peaked at $495K in Q4 2015. 65 funds tracked by Wall St. Rank hold JPI as of Q4 2020.

  • Winslow Evans & Crocker held 11,341 shares of Nuveen Preferred Securities & Income Opportunities Fund worth $279K as of Q4 2020.
  • Winslow Evans & Crocker bought 3,592 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2020, an estimated $83K.
  • Nuveen Preferred Securities & Income Opportunities Fund made up 0.05% of Winslow Evans & Crocker's portfolio in Q4 2020, its #282 holding.
  • Winslow Evans & Crocker first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $495K in Q4 2015.
  • 65 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.