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Baystate Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Baystate Wealth Management’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
Q4 		$20.5K Buy
+3,027
New +$19.3K ﹤0.01% 553
2021
Q1 		– Sell
-2,673
Closed -$25K – 778
2020
Q4 		$25K Buy
2,673
+63
+2% +$559 ﹤0.01% 323
2020
Q3 		$22K Buy
2,610
+48
+2% +$413 ﹤0.01% 311
2020
Q2 		$21K Buy
+2,562
New +$20.4K ﹤0.01% 303

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Baystate Wealth Management's JPC Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2023: 3,027 shares worth $20.5K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in JPC as recently as Q4 2020.

Baystate Wealth Management first reported a position in JPC in Q2 2020 and has held it in 4 quarters since. The position peaked at $25K in Q4 2020. 298 funds tracked by Wall St. Rank hold JPC as of Q4 2023.

  • Baystate Wealth Management held 3,027 shares of Nuveen Preferred & Income Opportunities Fund worth $20.5K as of Q4 2023.
  • Nuveen Preferred & Income Opportunities Fund was a new Baystate Wealth Management position in Q4 2023.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #553 holding.
  • Baystate Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2020 and has held it in 4 quarters since.
  • Baystate Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $25K in Q4 2020.
  • 298 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.