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

Citigroup’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
2024
Q3 		– Sell
-2,567
Closed -$19.2K – 5743
2024
Q2 		$19.2K Buy
2,567
+23
+0.9% +$165 ﹤0.01% 5015
2024
Q1 		$18.3K Buy
2,544
+1,415
+125% +$10K ﹤0.01% 5056
2023
Q4 		$7.63K Buy
1,129
+31
+3% +$197 ﹤0.01% 5263
2023
Q3 		$6.95K Buy
1,098
+22
+2% +$142 ﹤0.01% 4644
2023
Q2 		$6.97K Buy
1,076
+76
+8% +$482 ﹤0.01% 5135
2023
Q1 		$6.58K Hold
1,000
– – ﹤0.01% 4876
2022
Q4 		$7.28K Hold
1,000
– – ﹤0.01% 4945
2022
Q3 		$7K Sell
1,000
-3,400
-77% -$26.6K ﹤0.01% 5115
2022
Q2 		$34K Buy
4,400
+1,000
+29% +$7.98K ﹤0.01% 4716
2022
Q1 		$29K Buy
+3,400
New +$30.2K ﹤0.01% 4965
2021
Q4 		– Sell
-5,622
Closed -$56K – 5986
2021
Q3 		$56K Sell
5,622
-13,699
-71% -$137K ﹤0.01% 4677
2021
Q2 		$193K Sell
19,321
-1,218
-6% -$11.9K ﹤0.01% 4249
2021
Q1 		$195K Sell
20,539
-132,150
-87% -$1.22M ﹤0.01% 4028
2020
Q4 		$1.45M Buy
152,689
+138,672
+989% +$1.23M ﹤0.01% 3170
2020
Q3 		$119K Buy
14,017
+2,028
+17% +$17.5K ﹤0.01% 4975
2020
Q2 		$99K Sell
11,989
-2,049
-15% -$16.4K ﹤0.01% 5583
2020
Q1 		$103K Sell
14,038
-7,070
-33% -$67.1K ﹤0.01% 5318
2019
Q4 		$221K Buy
21,108
+10,353
+96% +$105K ﹤0.01% 5099
2019
Q3 		$108K Sell
10,755
-916
-8% -$9.07K ﹤0.01% 5615
2019
Q2 		$116K Sell
11,671
-5,770
-33% -$55.7K ﹤0.01% 5732
2019
Q1 		$166K Buy
17,441
+6,931
+66% +$63.8K ﹤0.01% 5280
2018
Q4 		$87K Sell
10,510
-13,862
-57% -$122K ﹤0.01% 5769
2018
Q3 		$226K Buy
24,372
+10,977
+82% +$103K ﹤0.01% 5134
2018
Q2 		$125K Buy
13,395
+411
+3% +$4.03K ﹤0.01% 5508
2018
Q1 		$130K Buy
12,984
+1,078
+9% +$10.6K ﹤0.01% 5373
2017
Q4 		$123K Buy
11,906
+1,983
+20% +$20.7K ﹤0.01% 5463
2017
Q3 		$105K Buy
9,923
+1,454
+17% +$15.3K ﹤0.01% 5527
2017
Q2 		$88K Buy
8,469
+4,857
+134% +$49.4K ﹤0.01% 5446
2017
Q1 		$36K Sell
3,612
-6,114
-63% -$60.4K ﹤0.01% 5912
2016
Q4 		$96K Sell
9,726
-1,387
-12% -$13.3K ﹤0.01% 5800
2016
Q3 		$111K Buy
11,113
+1,501
+16% +$15.4K ﹤0.01% 5135
2016
Q2 		$96K Buy
9,612
+848
+10% +$8.39K ﹤0.01% 5110
2016
Q1 		$82K Sell
8,764
-90
-1% -$832 ﹤0.01% 5801
2015
Q4 		$81K Buy
8,854
+7,487
+548% +$68.5K ﹤0.01% 5538
2015
Q3 		$12K Sell
1,367
-6
-0.4% -$55 ﹤0.01% 6330
2015
Q2 		$13K Sell
1,373
-2,893
-68% -$27.6K ﹤0.01% 6331
2015
Q1 		$41K Buy
4,266
+2,134
+100% +$20.3K ﹤0.01% 5651
2014
Q4 		$21K Buy
2,132
+791
+59% +$7.38K ﹤0.01% 6187
2014
Q3 		$13K Sell
1,341
-2,750
-67% -$25.9K ﹤0.01% 6134
2014
Q2 		$40K Sell
4,091
-2,866
-41% -$27.3K ﹤0.01% 5308
2014
Q1 		$65K Buy
6,957
+5,404
+348% +$49.3K ﹤0.01% 5319
2013
Q4 		$14K Sell
1,553
-22,342
-94% -$195K ﹤0.01% 6310
2013
Q3 		$208K Sell
23,895
-41,617
-64% -$375K ﹤0.01% 4118
2013
Q2 		$626K Buy
+65,512
New +$663K ﹤0.01% 3281

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $71.6B AUM 21.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Citigroup's JPC Position: Q3 2024 in Review

Citigroup sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2024, closing a stake of 2,567 shares — an estimated $19.2K sold.

Citigroup first reported a position in JPC in Q2 2013 and held it in 44 quarters. The position peaked at $1.45M in Q4 2020. 287 funds tracked by Wall St. Rank hold JPC as of Q3 2024.

  • Citigroup reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Citigroup sold 2,567 Nuveen Preferred & Income Opportunities Fund shares in Q3 2024, an estimated $19.2K.
  • Citigroup first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 44 quarters.
  • Citigroup's Nuveen Preferred & Income Opportunities Fund position peaked at $1.45M in Q4 2020.
  • 287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2024.

Based on Citigroup's 13F filing for Q3 2024, filed 12 Nov 2024.