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Edge Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Edge Wealth Management’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
Q3 		– Sell
-36,996
Closed -$371K – 540
2021
Q2 		$371K Buy
36,996
+308
+0.8% +$3K 0.08% 77
2021
Q1 		$348K Buy
36,688
+316
+0.9% +$2.91K 0.07% 77
2020
Q4 		$345K Buy
36,372
+333
+0.9% +$2.96K 0.08% 78
2020
Q3 		$306K Sell
36,039
-6,076
-14% -$52.3K 0.07% 87
2020
Q2 		$347K Buy
42,115
+384
+0.9% +$3.06K 0.07% 112
2020
Q1 		$300K Buy
41,731
+305
+0.7% +$2.9K 0.07% 116
2019
Q4 		$432K Buy
41,426
+305
+0.7% +$3.1K 0.09% 106
2019
Q3 		$413K Buy
41,121
+305
+0.7% +$3.02K 0.1% 102
2019
Q2 		$401K Buy
40,816
+309
+0.8% +$2.98K 0.09% 109
2019
Q1 		$386K Buy
40,507
+104
+0.3% +$957 0.1% 105
2018
Q4 		$337K Buy
40,403
+40,000
+9,926% +$353K 0.1% 106
2018
Q3 		$4K Hold
403
– – ﹤0.01% 524
2018
Q2 		$4K Hold
403
– – ﹤0.01% 506
2018
Q1 		$4K Sell
403
-2,859
-88% -$28.2K ﹤0.01% 470
2017
Q4 		$33K Buy
3,262
+2,139
+190% +$22.4K 0.01% 260
2017
Q3 		$12K Hold
1,123
– – ﹤0.01% 344
2017
Q2 		$12K Hold
1,123
– – ﹤0.01% 350
2017
Q1 		$11K Hold
1,123
– – ﹤0.01% 342
2016
Q4 		$11K Hold
1,123
– – ﹤0.01% 329
2016
Q3 		$11K Hold
1,123
– – ﹤0.01% 319
2016
Q2 		$11K Hold
1,123
– – ﹤0.01% 305
2016
Q1 		$11K Sell
1,123
-29,390
-96% -$272K 0.01% 278
2015
Q4 		$279K Buy
30,513
+29,603
+3,253% +$271K 0.11% 98
2015
Q3 		$8K Buy
+910
New +$8.34K ﹤0.01% 310
2015
Q2 		– Sell
-151,406
Closed -$1.45M – 439
2015
Q1 		$1.45M Sell
151,406
-30,620
-17% -$292K 0.49% 42
2014
Q4 		$1.72M Buy
182,026
+80,960
+80% +$755K 0.63% 34
2014
Q3 		$931K Sell
101,066
-15,180
-13% -$143K 0.36% 44
2014
Q2 		$1.13M Sell
116,246
-11,746
-9% -$112K 0.47% 35
2014
Q1 		$1.19M Buy
127,992
+11,667
+10% +$106K 0.5% 36
2013
Q4 		$1.03M Buy
+116,325
New +$1.02M 0.48% 38

Other funds holding JPC

BI
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
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Edge Wealth Management's JPC Position: Q3 2021 in Review

Edge Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2021, closing a stake of 36,996 shares — an estimated $371K sold.

Edge Wealth Management first reported a position in JPC in Q4 2013 and held it in 30 quarters. The position peaked at $1.72M in Q4 2014. 126 funds tracked by Wall St. Rank hold JPC as of Q3 2021.

  • Edge Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2021 after selling out during the quarter.
  • Edge Wealth Management sold 36,996 Nuveen Preferred & Income Opportunities Fund shares in Q3 2021, an estimated $371K.
  • Edge Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2013 and held it in 30 quarters.
  • Edge Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $1.72M in Q4 2014.
  • 126 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2021.

Based on Edge Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.