Ameritas Investment Company’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Ameritas Investment Company’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 Q3	$265K	Buy	26,794 +2,040	+8%	+$20.4K	0.01%	598
2021 Q2	$247K	Buy	24,754 +24,324	+5,657%	+$237K	0.01%	626
2021 Q1	$4.08K	Sell	430 -21,649	-98%	-$200K	﹤0.01%	1759
2020 Q4	$210K	Buy	22,079 +3,565	+19%	+$31.7K	0.04%	392
2020 Q3	$152K	Hold	18,514	–	–	0.05%	318
2020 Q2	$152K	Buy	18,514 +1,322	+8%	+$10.6K	0.04%	325
2020 Q1	$126K	Buy	17,192 +4,410	+35%	+$41.9K	0.02%	444
2019 Q4	$134K	Buy	12,782 +2,597	+25%	+$26.4K	0.03%	410
2019 Q3	$102K	Buy	+10,185	New	+$101K	0.02%	472
2019 Q1	–	Sell	-2,619	Closed	-$22K	–	1424
2018 Q4	$22K	Buy	+2,619	New	+$23.1K	﹤0.01%	840

Other funds holding JPC

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Ameritas Investment Company's JPC Position: Q3 2021 in Review

Ameritas Investment Company increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 8.2% in Q3 2021, buying an estimated $20.4K and bringing the position to 26,794 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #598.

Ameritas Investment Company first reported a position in JPC in Q4 2018 and has held it in 10 quarters since. 126 funds tracked by Wall St. Rank hold JPC as of Q3 2021.

Ameritas Investment Company held 26,794 shares of Nuveen Preferred & Income Opportunities Fund worth $265K as of Q3 2021.
Ameritas Investment Company bought 2,040 Nuveen Preferred & Income Opportunities Fund shares in Q3 2021, an estimated $20.4K.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Ameritas Investment Company's portfolio in Q3 2021, its #598 holding.
Ameritas Investment Company first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2018 and has held it in 10 quarters since.
126 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.