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Asset Planning Services (Pennsylvania)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Asset Planning Services (Pennsylvania)’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
Q4 		– Sell
-14,100
Closed -$120K – 74
2020
Q3 		$120K Buy
14,100
+255
+2% +$2.2K 0.05% 80
2020
Q2 		$114K Buy
+13,845
New +$111K 0.05% 78

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s JPC Position: Q4 2020 in Review

Asset Planning Services (Pennsylvania) sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2020, closing a stake of 14,100 shares — an estimated $120K sold.

Asset Planning Services (Pennsylvania) first reported a position in JPC in Q2 2020 and held it in 2 quarters. The position peaked at $120K in Q3 2020. 130 funds tracked by Wall St. Rank hold JPC as of Q4 2020.

  • Asset Planning Services (Pennsylvania) reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 14,100 Nuveen Preferred & Income Opportunities Fund shares in Q4 2020, an estimated $120K.
  • Asset Planning Services (Pennsylvania) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2020 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s Nuveen Preferred & Income Opportunities Fund position peaked at $120K in Q3 2020.
  • 130 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2020.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.