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Cambridge Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Cambridge Trust’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
-2,000
Closed -$20K – 1047
2021
Q4 		$20K Buy
+2,000
New +$19.3K ﹤0.01% 691

Other funds holding JPC

BI
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Trust's JPC Position: Q1 2022 in Review

Cambridge Trust sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2022, closing a stake of 2,000 shares — an estimated $20K sold.

Cambridge Trust first reported a position in JPC in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 139 funds tracked by Wall St. Rank hold JPC as of Q1 2022.

  • Cambridge Trust reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Cambridge Trust sold 2,000 Nuveen Preferred & Income Opportunities Fund shares in Q1 2022, an estimated $20K.
  • Cambridge Trust first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Cambridge Trust's Nuveen Preferred & Income Opportunities Fund position peaked at $20K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.