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Albion Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Albion Financial 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
2021
Q4 		– Sell
-5,000
Closed -$50K – 654
2021
Q3 		$50K Hold
5,000
– – ﹤0.01% 247
2021
Q2 		$50K Buy
+5,000
New +$48.7K ﹤0.01% 256
2020
Q4 		$48K Buy
+5,000
New +$44.4K ﹤0.01% 244

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Albion Financial Group's JPC Position: Q4 2021 in Review

Albion Financial Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2021, closing a stake of 5,000 shares — an estimated $50K sold.

Albion Financial Group first reported a position in JPC in Q4 2020 and held it in 3 quarters. The position peaked at $50K in Q3 2021. 140 funds tracked by Wall St. Rank hold JPC as of Q4 2021.

  • Albion Financial Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Albion Financial Group sold 5,000 Nuveen Preferred & Income Opportunities Fund shares in Q4 2021, an estimated $50K.
  • Albion Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and held it in 3 quarters.
  • Albion Financial Group's Nuveen Preferred & Income Opportunities Fund position peaked at $50K in Q3 2021.
  • 140 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2021.

Based on Albion Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.