Carroll Financial Associates’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Carroll Financial Associates’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
2021 Q4	$64K	Buy	6,800 +1,800	+36%	+$17.4K	﹤0.01%	650
2021 Q3	$49K	Hold	5,000	–	–	﹤0.01%	743
2021 Q2	$49K	Hold	5,000	–	–	﹤0.01%	820
2021 Q1	$47K	Hold	5,000	–	–	﹤0.01%	785
2020 Q4	$47K	Buy	+5,000	New	+$44.4K	﹤0.01%	712
2014 Q4	–	Sell	-38	Closed	–	–	802
2014 Q3	$0	Hold	38	–	–	﹤0.01%	887
2014 Q2	$0	Hold	38	–	–	﹤0.01%	931
2014 Q1	$0	Buy	+38	New	+$346	﹤0.01%	899
2013 Q4	–	Sell	-38	Closed	–	–	841
2013 Q3	$0	Buy	+38	New	+$342	﹤0.01%	825

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

RJA

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

PCM

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Carroll Financial Associates's JPC Position: Q4 2021 in Review

Carroll Financial Associates increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 36% in Q4 2021, buying an estimated $17.4K and bringing the position to 6,800 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Carroll Financial Associates first reported a position in JPC in Q3 2013 and has held it in 9 quarters since. 140 funds tracked by Wall St. Rank hold JPC as of Q4 2021.

Carroll Financial Associates held 6,800 shares of Nuveen Preferred & Income Opportunities Fund worth $64K as of Q4 2021.
Carroll Financial Associates bought 1,800 Nuveen Preferred & Income Opportunities Fund shares in Q4 2021, an estimated $17.4K.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #650 holding.
Carroll Financial Associates first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2013 and has held it in 9 quarters since.
140 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.