Dynamic Advisor Solutions’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Dynamic Advisor Solutions’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
2021 Q1	–	Sell	-10,001	Closed	-$95K	–	729
2020 Q4	$95K	Hold	10,001	–	–	0.01%	643
2020 Q3	$85K	Hold	10,001	–	–	0.01%	573
2020 Q2	$82K	Hold	10,001	–	–	0.01%	523
2020 Q1	$73K	Hold	10,001	–	–	0.01%	460
2019 Q4	$105K	Hold	10,001	–	–	0.01%	538
2019 Q3	$101K	Hold	10,001	–	–	0.02%	499
2019 Q2	$99K	Buy	+10,001	New	+$96.5K	0.02%	491

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

IWA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Dynamic Advisor Solutions's JPC Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2021, closing a stake of 10,001 shares — an estimated $95K sold.

Dynamic Advisor Solutions first reported a position in JPC in Q2 2019 and held it in 7 quarters. The position peaked at $105K in Q4 2019. 127 funds tracked by Wall St. Rank hold JPC as of Q1 2021.

Dynamic Advisor Solutions reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 10,001 Nuveen Preferred & Income Opportunities Fund shares in Q1 2021, an estimated $95K.
Dynamic Advisor Solutions first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2019 and held it in 7 quarters.
Dynamic Advisor Solutions's Nuveen Preferred & Income Opportunities Fund position peaked at $105K in Q4 2019.
127 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.