Arcus Capital Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Arcus Capital Partners’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
2022 Q2	–	Sell	-50,264	Closed	-$431K	–	112
2022 Q1	$431K	Hold	50,264	–	–	0.15%	64
2021 Q4	$491K	Hold	50,264	–	–	0.17%	62
2021 Q3	$498K	Hold	50,264	–	–	0.19%	54
2021 Q2	$502K	Hold	50,264	–	–	0.23%	62
2021 Q1	$477K	Hold	50,264	–	–	0.04%	67
2020 Q4	$478K	Hold	50,264	–	–	0.07%	62
2020 Q3	$427K	Hold	50,264	–	–	0.06%	39
2020 Q2	$414K	Hold	50,264	–	–	0.11%	52
2020 Q1	$369K	Sell	50,264 -8,846	-15%	-$84K	0.16%	51
2019 Q4	$618K	Hold	59,110	–	–	0.21%	50
2019 Q3	$594K	Hold	59,110	–	–	0.23%	51
2019 Q2	$586K	Hold	59,110	–	–	0.21%	52
2019 Q1	$563K	Buy	+59,110	New	+$544K	0.22%	56

Other funds holding JPC

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IWA

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

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Arcus Capital Partners's JPC Position: Q2 2022 in Review

Arcus Capital Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2022, closing a stake of 50,264 shares — an estimated $431K sold.

Arcus Capital Partners first reported a position in JPC in Q1 2019 and held it in 13 quarters. The position peaked at $618K in Q4 2019. 141 funds tracked by Wall St. Rank hold JPC as of Q2 2022.

Arcus Capital Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
Arcus Capital Partners sold 50,264 Nuveen Preferred & Income Opportunities Fund shares in Q2 2022, an estimated $431K.
Arcus Capital Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2019 and held it in 13 quarters.
Arcus Capital Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $618K in Q4 2019.
141 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2022.

Based on Arcus Capital Partners's 13F filing for Q2 2022, filed 29 Jul 2022.