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Csenge Advisory Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Csenge Advisory 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
2023
Q3 		– Sell
-11,509
Closed -$74.6K – 673
2023
Q2 		$74.6K Buy
+11,509
New +$72.9K 0.01% 636

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Csenge Advisory Group's JPC Position: Q3 2023 in Review

Csenge Advisory Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2023, closing a stake of 11,509 shares — an estimated $74.6K sold.

Csenge Advisory Group first reported a position in JPC in Q2 2023 and held it in 1 quarter. The position peaked at $74.6K in Q2 2023. 140 funds tracked by Wall St. Rank hold JPC as of Q3 2023.

  • Csenge Advisory Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Csenge Advisory Group sold 11,509 Nuveen Preferred & Income Opportunities Fund shares in Q3 2023, an estimated $74.6K.
  • Csenge Advisory Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2023 and held it in 1 quarter.
  • Csenge Advisory Group's Nuveen Preferred & Income Opportunities Fund position peaked at $74.6K in Q2 2023.
  • 140 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2023.

Based on Csenge Advisory Group's 13F filing for Q3 2023, filed 1 Nov 2023.