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Creative Financial Designs’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Creative Financial Designs’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
2020
Q3 		– Sell
-1,510
Closed -$12K – 1257
2020
Q2 		$12K Buy
+1,510
New +$12.1K ﹤0.01% 716

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Creative Financial Designs's JPC Position: Q3 2020 in Review

Creative Financial Designs sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2020, closing a stake of 1,510 shares — an estimated $12K sold.

Creative Financial Designs first reported a position in JPC in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 116 funds tracked by Wall St. Rank hold JPC as of Q3 2020.

  • Creative Financial Designs reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Creative Financial Designs sold 1,510 Nuveen Preferred & Income Opportunities Fund shares in Q3 2020, an estimated $12K.
  • Creative Financial Designs first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2020 and held it in 1 quarter.
  • Creative Financial Designs's Nuveen Preferred & Income Opportunities Fund position peaked at $12K in Q2 2020.
  • 116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.