Boenning & Scattergood’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Boenning & Scattergood’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
2022 Q1	–	Sell	-12,900	Closed	-$126K	–	407
2021 Q4	$126K	Sell	12,900 -1,000	-7%	-$9.67K	0.02%	382
2021 Q3	$137K	Buy	13,900 +3,300	+31%	+$32.9K	0.02%	370
2021 Q2	$106K	Buy	+10,600	New	+$103K	0.02%	369
2021 Q1	–	Sell	-10,850	Closed	-$103K	–	366
2020 Q4	$103K	Hold	10,850	–	–	0.02%	333
2020 Q3	$92K	Hold	10,850	–	–	0.02%	326
2020 Q2	$89K	Buy	+10,850	New	+$86.6K	0.02%	298
2020 Q1	–	Sell	-10,400	Closed	-$109K	–	293
2019 Q4	$109K	Buy	+10,400	New	+$106K	0.03%	298

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

PCM

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

RJA

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Boenning & Scattergood's JPC Position: Q1 2022 in Review

Boenning & Scattergood sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2022, closing a stake of 12,900 shares — an estimated $126K sold.

Boenning & Scattergood first reported a position in JPC in Q4 2019 and held it in 7 quarters. The position peaked at $137K in Q3 2021. 139 funds tracked by Wall St. Rank hold JPC as of Q1 2022.

Boenning & Scattergood reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Boenning & Scattergood sold 12,900 Nuveen Preferred & Income Opportunities Fund shares in Q1 2022, an estimated $126K.
Boenning & Scattergood first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2019 and held it in 7 quarters.
Boenning & Scattergood's Nuveen Preferred & Income Opportunities Fund position peaked at $137K in Q3 2021.
139 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2022.

Based on Boenning & Scattergood's 13F filing for Q1 2022, filed 14 Apr 2022.