Baird Financial Group
JPI

Baird Financial Group’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Baird Financial Group’s Portfolio JPI Stock Details JPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,754
Closed -$304K – 1877
2021
Q4 		$304K Sell
11,754
-1,300
-10% -$32.7K ﹤0.01% 1662
2021
Q3 		$324K Buy
+13,054
New +$335K ﹤0.01% 1641
2021
Q2 		– Sell
-8,004
Closed -$200K – 1760
2021
Q1 		$200K Sell
8,004
-26,792
-77% -$650K ﹤0.01% 1641
2020
Q4 		$856K Hold
34,796
– – ﹤0.01% 1058
2020
Q3 		$765K Sell
34,796
-31,038
-47% -$695K ﹤0.01% 1030
2020
Q2 		$1.49M Buy
65,834
+1,370
+2% +$27.9K 0.01% 813
2020
Q1 		$1.17M Buy
64,464
+50,919
+376% +$1.2M 0.01% 843
2019
Q4 		$350K Sell
13,545
-17,724
-57% -$444K ﹤0.01% 1275
2019
Q3 		$773K Sell
31,269
-8,495
-21% -$206K ﹤0.01% 1048
2019
Q2 		$942K Sell
39,764
-5,259
-12% -$122K ﹤0.01% 1006
2019
Q1 		$1.01M Buy
45,023
+5,782
+15% +$127K 0.01% 850
2018
Q4 		$793K Buy
39,241
+5,893
+18% +$126K 0.01% 864
2018
Q3 		$748K Buy
33,348
+11,332
+51% +$263K ﹤0.01% 928
2018
Q2 		$509K Buy
22,016
+395
+2% +$9.36K ﹤0.01% 1007
2018
Q1 		$513K Buy
+21,621
New +$517K ﹤0.01% 1010
2017
Q2 		– Sell
-16,263
Closed -$392K – 1235
2017
Q1 		$392K Sell
16,263
-111,823
-87% -$2.66M ﹤0.01% 1009
2016
Q4 		$2.94M Buy
128,086
+52,572
+70% +$1.23M 0.03% 481
2016
Q3 		$1.86M Sell
75,514
-31,081
-29% -$766K 0.02% 578
2016
Q2 		$2.61M Sell
106,595
-39,944
-27% -$943K 0.02% 496
2016
Q1 		$3.43M Sell
146,539
-57,863
-28% -$1.33M 0.03% 427
2015
Q4 		$4.65M Sell
204,402
-7,604
-4% -$174K 0.05% 352
2015
Q3 		$4.64M Buy
212,006
+27,387
+15% +$611K 0.05% 341
2015
Q2 		$4.11M Buy
+184,619
New +$4.28M 0.04% 395

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's JPI Position: Q1 2022 in Review

Baird Financial Group sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2022, closing a stake of 11,754 shares — an estimated $304K sold.

Baird Financial Group first reported a position in JPI in Q2 2015 and held it in 23 quarters. The position peaked at $4.65M in Q4 2015. 63 funds tracked by Wall St. Rank hold JPI as of Q1 2022.

  • Baird Financial Group reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Baird Financial Group sold 11,754 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2022, an estimated $304K.
  • Baird Financial Group first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2015 and held it in 23 quarters.
  • Baird Financial Group's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $4.65M in Q4 2015.
  • 63 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2022.

Based on Baird Financial Group's 13F filing for Q1 2022, filed 13 May 2022.