ATPW
JPC icon

Ashton Thomas Private Wealth’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Ashton Thomas Private Wealth’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
2020
Q1 		– Sell
-13,661
Closed -$143K – 230
2019
Q4 		$143K Hold
13,661
– – 0.05% 221
2019
Q3 		$137K Hold
13,661
– – 0.06% 182
2019
Q2 		$135K Buy
+13,661
New +$132K 0.05% 180

Other funds holding JPC

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
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
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Ashton Thomas Private Wealth's JPC Position: Q1 2020 in Review

Ashton Thomas Private Wealth sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2020, closing a stake of 13,661 shares — an estimated $143K sold.

Ashton Thomas Private Wealth first reported a position in JPC in Q2 2019 and held it in 3 quarters. The position peaked at $143K in Q4 2019. 116 funds tracked by Wall St. Rank hold JPC as of Q1 2020.

  • Ashton Thomas Private Wealth reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 13,661 Nuveen Preferred & Income Opportunities Fund shares in Q1 2020, an estimated $143K.
  • Ashton Thomas Private Wealth first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2019 and held it in 3 quarters.
  • Ashton Thomas Private Wealth's Nuveen Preferred & Income Opportunities Fund position peaked at $143K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2020.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2020, filed 22 Apr 2024.