Eudaimonia Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Eudaimonia Partners’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
2024 Q1	$568K	Sell	79,061 -9,259	-10%	-$65.7K	0.14%	145
2023 Q4	$597K	Buy	+88,320	New	+$562K	0.16%	134
2022 Q3	–	Sell	-18,900	Closed	-$145K	–	385
2022 Q2	$145K	Hold	18,900	–	–	0.03%	374
2022 Q1	$162K	Buy	+18,900	New	+$168K	0.03%	391
2021 Q3	$187K	Hold	18,900	–	–	0.03%	371
2021 Q2	$189K	Hold	18,900	–	–	0.04%	372
2021 Q1	$179K	Hold	18,900	–	–	0.04%	361
2020 Q4	$180K	Hold	18,900	–	–	0.04%	327
2020 Q3	$160K	Hold	18,900	–	–	0.04%	319
2020 Q2	$156K	Buy	18,900 +600	+3%	+$4.79K	0.06%	271
2020 Q1	$134K	Hold	18,300	–	–	0.06%	274
2019 Q4	$191K	Buy	+18,300	New	+$186K	0.08%	246

Other funds holding JPC

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Eudaimonia Partners's JPC Position: Q1 2024 in Review

Eudaimonia Partners reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 10% in Q1 2024, selling an estimated $65.7K and leaving 79,061 shares worth $568K. The position accounts for 0.14% of the portfolio, ranked #145.

Eudaimonia Partners first reported a position in JPC in Q4 2019 and has held it in 12 quarters since. The position peaked at $597K in Q4 2023. 287 funds tracked by Wall St. Rank hold JPC as of Q1 2024.

Eudaimonia Partners held 79,061 shares of Nuveen Preferred & Income Opportunities Fund worth $568K as of Q1 2024.
Eudaimonia Partners sold 9,259 Nuveen Preferred & Income Opportunities Fund shares in Q1 2024, an estimated $65.7K.
Nuveen Preferred & Income Opportunities Fund made up 0.14% of Eudaimonia Partners's portfolio in Q1 2024, its #145 holding.
Eudaimonia Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2019 and has held it in 12 quarters since.
Eudaimonia Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $597K in Q4 2023.
287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2024.

Based on Eudaimonia Partners's 13F filing for Q1 2024, filed 25 Apr 2024.