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

Barrett & 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
2023 Q1	–	Sell	-750	Closed	-$5.46K	–	600
2022 Q4	$5.46K	Hold	750	–	–	﹤0.01%	440
2022 Q3	$5.46K	Buy	+750	New	+$5.86K	﹤0.01%	440

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RJA

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

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Barrett & Company's JPC Position: Q1 2023 in Review

Barrett & Company sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2023, closing a stake of 750 shares — an estimated $5.46K sold.

Barrett & Company first reported a position in JPC in Q3 2022 and held it in 2 quarters. The position peaked at $5.46K in Q4 2022. 134 funds tracked by Wall St. Rank hold JPC as of Q1 2023.

Barrett & Company reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
Barrett & Company sold 750 Nuveen Preferred & Income Opportunities Fund shares in Q1 2023, an estimated $5.46K.
Barrett & Company first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2022 and held it in 2 quarters.
Barrett & Company's Nuveen Preferred & Income Opportunities Fund position peaked at $5.46K in Q4 2022.
134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2023.

Based on Barrett & Company's 13F filing for Q1 2023, filed 11 May 2023.