Barclays’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Barclays’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
2020 Q4	–	Sell	-461	Closed	-$10K	–	5052
2020 Q3	$10K	Buy	+461	New	+$10.3K	﹤0.01%	5008
2015 Q3	–	Sell	-7	Closed	–	–	6941
2015 Q2	$0	Buy	+7	New	+$162	﹤0.01%	7113
2014 Q2	–	Sell	-46	Closed	-$1K	–	7697
2014 Q1	$1K	Sell	46 -13	-22%	-$295	﹤0.01%	7470
2013 Q4	$1K	Sell	59 -32	-35%	-$712	﹤0.01%	7440
2013 Q3	$2K	Buy	+91	New	+$2.08K	﹤0.01%	7192

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJA

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Barclays's JPI Position: Q4 2020 in Review

Barclays sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2020, closing a stake of 461 shares — an estimated $10K sold.

Barclays first reported a position in JPI in Q3 2013 and held it in 5 quarters. The position peaked at $10K in Q3 2020. 65 funds tracked by Wall St. Rank hold JPI as of Q4 2020.

Barclays reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2020 after selling out during the quarter.
Barclays sold 461 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2020, an estimated $10K.
Barclays first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2013 and held it in 5 quarters.
Barclays's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $10K in Q3 2020.
65 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2020.

Based on Barclays's 13F filing for Q4 2020, filed 11 Feb 2021.