Clean Yield Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Clean Yield Group’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 Q2	–	Sell	-5,000	Closed	-$43K	–	453
2022 Q1	$43K	Hold	5,000	–	–	0.02%	265
2021 Q4	$49K	Sell	5,000 -10,000	-67%	-$96.7K	0.02%	264
2021 Q3	$148K	Hold	15,000	–	–	0.05%	175
2021 Q2	$150K	Buy	+15,000	New	+$146K	0.05%	167

Other funds holding JPC

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Clean Yield Group's JPC Position: Q2 2022 in Review

Clean Yield Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2022, closing a stake of 5,000 shares — an estimated $43K sold.

Clean Yield Group first reported a position in JPC in Q2 2021 and held it in 4 quarters. The position peaked at $150K in Q2 2021. 141 funds tracked by Wall St. Rank hold JPC as of Q2 2022.

Clean Yield Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
Clean Yield Group sold 5,000 Nuveen Preferred & Income Opportunities Fund shares in Q2 2022, an estimated $43K.
Clean Yield Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2021 and held it in 4 quarters.
Clean Yield Group's Nuveen Preferred & Income Opportunities Fund position peaked at $150K in Q2 2021.
141 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2022.

Based on Clean Yield Group's 13F filing for Q2 2022, filed 18 Jul 2022.