CFA
JPI

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

Carroll Financial Associates’s Portfolio JPI Stock Details JPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,000
Closed -$25K – 1848
2021
Q2 		$25K Buy
+1,000
New +$25.3K ﹤0.01% 1016

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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Carroll Financial Associates's JPI Position: Q3 2021 in Review

Carroll Financial Associates sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2021, closing a stake of 1,000 shares — an estimated $25K sold.

Carroll Financial Associates first reported a position in JPI in Q2 2021 and held it in 1 quarter. The position peaked at $25K in Q2 2021. 61 funds tracked by Wall St. Rank hold JPI as of Q3 2021.

  • Carroll Financial Associates reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 1,000 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2021, an estimated $25K.
  • Carroll Financial Associates first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $25K in Q2 2021.
  • 61 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.