First Foundation Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

First Foundation Advisors’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	-70,465	Closed	-$703K	–	454
2021 Q2	$703K	Buy	70,465 +8,361	+13%	+$81.4K	0.03%	245
2021 Q1	$589K	Sell	62,104 -4,333	-7%	-$39.9K	0.03%	251
2020 Q4	$631K	Buy	66,437 +27,789	+72%	+$247K	0.03%	241
2020 Q3	$328K	Buy	38,648 +25	+0.1%	+$215	0.02%	283
2020 Q2	$318K	Buy	38,623 +30	+0.1%	+$239	0.02%	270
2020 Q1	$283K	Sell	38,593 -11,924	-24%	-$113K	0.02%	282
2019 Q4	$528K	Sell	50,517 -15,302	-23%	-$155K	0.03%	238
2019 Q3	$661K	Sell	65,819 -426,123	-87%	-$4.22M	0.04%	203
2019 Q2	$4.88M	Buy	491,942 +4,798	+1%	+$46.3K	0.27%	67
2019 Q1	$4.64M	Buy	487,144 +218	+0%	+$2.01K	0.28%	68
2018 Q4	$4.06M	Sell	486,926 -8,133	-2%	-$71.9K	0.26%	69
2018 Q3	$4.59M	Buy	495,059 +34,292	+7%	+$321K	0.25%	65
2018 Q2	$4.3M	Sell	460,767 -15,677	-3%	-$154K	0.25%	60
2018 Q1	$4.77M	Sell	476,444 -14,816	-3%	-$146K	0.27%	60
2017 Q4	$5.08M	Buy	491,260 +7,561	+2%	+$79.1K	0.27%	60
2017 Q3	$5.11M	Buy	483,699 +16,729	+4%	+$176K	0.29%	59
2017 Q2	$4.86M	Buy	466,970 +2,261	+0.5%	+$23K	0.29%	57
2017 Q1	$4.56M	Sell	464,709 -156,512	-25%	-$1.55M	0.28%	63
2016 Q4	$6.11M	Buy	621,221 +41,398	+7%	+$396K	0.4%	54
2016 Q3	$5.81M	Sell	579,823 -29,428	-5%	-$303K	0.4%	51
2016 Q2	$6.11M	Sell	609,251 -6,178	-1%	-$61.1K	0.44%	52
2016 Q1	$5.76M	Buy	615,429 +55,434	+10%	+$512K	0.42%	54
2015 Q4	$5.13M	Buy	559,995 +133,421	+31%	+$1.22M	0.35%	62
2015 Q3	$3.83M	Buy	426,574 +26,134	+7%	+$240K	0.31%	64
2015 Q2	$3.67M	Buy	400,440 +55,152	+16%	+$527K	0.29%	60
2015 Q1	$3.29M	Buy	345,288 +80,483	+30%	+$766K	0.28%	57
2014 Q4	$2.53M	Buy	264,805 +144,638	+120%	+$1.35M	0.22%	62
2014 Q3	$1.11M	Buy	120,167 +16,379	+16%	+$154K	0.11%	81
2014 Q2	$1.01M	Buy	103,788 +11,528	+12%	+$110K	0.11%	71
2014 Q1	$857K	Buy	92,260 +15,771	+21%	+$144K	0.11%	66
2013 Q4	$678K	Buy	76,489 +12,552	+20%	+$110K	0.09%	78
2013 Q3	$555K	Buy	63,937 +30,824	+93%	+$277K	0.09%	84
2013 Q2	$316K	Buy	+33,113	New	+$335K	0.06%	99

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

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

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 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

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

First Foundation Advisors's JPC Position: Q3 2021 in Review

First Foundation Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2021, closing a stake of 70,465 shares — an estimated $703K sold.

First Foundation Advisors first reported a position in JPC in Q2 2013 and held it in 33 quarters. The position peaked at $6.11M in Q4 2016. 126 funds tracked by Wall St. Rank hold JPC as of Q3 2021.

First Foundation Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2021 after selling out during the quarter.
First Foundation Advisors sold 70,465 Nuveen Preferred & Income Opportunities Fund shares in Q3 2021, an estimated $703K.
First Foundation Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 33 quarters.
First Foundation Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $6.11M in Q4 2016.
126 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2021.

Based on First Foundation Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.