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

Family 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
2024 Q1	–	Sell	-14,156	Closed	-$95.7K	–	187
2023 Q4	$95.7K	Buy	+14,156	New	+$90K	0.02%	148

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

Family Management's JPC Position: Q1 2024 in Review

Family Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2024, closing a stake of 14,156 shares — an estimated $95.7K sold.

Family Management first reported a position in JPC in Q4 2023 and held it in 1 quarter. The position peaked at $95.7K in Q4 2023. 287 funds tracked by Wall St. Rank hold JPC as of Q1 2024.

Family Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Family Management sold 14,156 Nuveen Preferred & Income Opportunities Fund shares in Q1 2024, an estimated $95.7K.
Family Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 1 quarter.
Family Management's Nuveen Preferred & Income Opportunities Fund position peaked at $95.7K in Q4 2023.
287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2024.

Based on Family Management's 13F filing for Q1 2024, filed 15 May 2024.