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Barnett & Company’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Barnett & Company’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
2019
Q4 		– Sell
-1,585
Closed -$16K – 477
2019
Q3 		$16K Buy
+1,585
New +$15.7K 0.01% 235
2019
Q2 		– Hold
0
– – – 226
2019
Q1 		– Hold
0
– – – 230
2018
Q4 		– Hold
0
– – – 227
2018
Q3 		– Hold
0
– – – 239
2018
Q2 		– Hold
0
– – – 212

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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Barnett & Company's JPC Position: Q4 2019 in Review

Barnett & Company sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2019, closing a stake of 1,585 shares — an estimated $16K sold.

Barnett & Company first reported a position in JPC in Q3 2019 and held it in 1 quarter. The position peaked at $16K in Q3 2019. 118 funds tracked by Wall St. Rank hold JPC as of Q4 2019.

  • Barnett & Company reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2019 after selling out during the quarter.
  • Barnett & Company sold 1,585 Nuveen Preferred & Income Opportunities Fund shares in Q4 2019, an estimated $16K.
  • Barnett & Company first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2019 and held it in 1 quarter.
  • Barnett & Company's Nuveen Preferred & Income Opportunities Fund position peaked at $16K in Q3 2019.
  • 118 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2019.

Based on Barnett & Company's 13F filing for Q4 2019, filed 22 Jan 2020.