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

CIC Wealth’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
Q1 		– Sell
-10,800
Closed -$78.6K – 163
2022
Q4 		$78.6K Buy
+10,800
New +$78.3K 0.03% 164

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIC Wealth's JPC Position: Q1 2023 in Review

CIC Wealth sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2023, closing a stake of 10,800 shares — an estimated $78.6K sold.

CIC Wealth first reported a position in JPC in Q4 2022 and held it in 1 quarter. The position peaked at $78.6K in Q4 2022. 134 funds tracked by Wall St. Rank hold JPC as of Q1 2023.

  • CIC Wealth reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • CIC Wealth sold 10,800 Nuveen Preferred & Income Opportunities Fund shares in Q1 2023, an estimated $78.6K.
  • CIC Wealth first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • CIC Wealth's Nuveen Preferred & Income Opportunities Fund position peaked at $78.6K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2023.

Based on CIC Wealth's 13F filing for Q1 2023, filed 4 May 2023.