FCA
JPC icon

FLC Capital Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

FLC Capital 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
2020
Q1 		– Sell
-11,560
Closed -$121K – 128
2019
Q4 		$121K Hold
11,560
– – 0.05% 122
2019
Q3 		$116K Hold
11,560
– – 0.05% 125
2019
Q2 		$114K Hold
11,560
– – 0.05% 127
2019
Q1 		$110K Buy
+11,560
New +$106K 0.05% 114

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 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 $1.28B AUM 61% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

FLC Capital Advisors's JPC Position: Q1 2020 in Review

FLC Capital Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2020, closing a stake of 11,560 shares — an estimated $121K sold.

FLC Capital Advisors first reported a position in JPC in Q1 2019 and held it in 4 quarters. The position peaked at $121K in Q4 2019. 116 funds tracked by Wall St. Rank hold JPC as of Q1 2020.

  • FLC Capital Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2020 after selling out during the quarter.
  • FLC Capital Advisors sold 11,560 Nuveen Preferred & Income Opportunities Fund shares in Q1 2020, an estimated $121K.
  • FLC Capital Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2019 and held it in 4 quarters.
  • FLC Capital Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $121K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2020.

Based on FLC Capital Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.