FPCG
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Forum Private Client Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Forum Private Client Group’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
2023
Q4 		– Sell
-440,000
Closed -$2.79M – 73
2023
Q3 		$2.79M Buy
+440,000
New +$2.84M 21.03% 2

Other funds holding JPC

Morgan Stanley
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Forum Private Client Group's JPC Position: Q4 2023 in Review

Forum Private Client Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2023, closing a stake of 440,000 shares — an estimated $2.79M sold.

Forum Private Client Group first reported a position in JPC in Q3 2023 and held it in 1 quarter. The position peaked at $2.79M in Q3 2023. 298 funds tracked by Wall St. Rank hold JPC as of Q4 2023.

  • Forum Private Client Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Forum Private Client Group sold 440,000 Nuveen Preferred & Income Opportunities Fund shares in Q4 2023, an estimated $2.79M.
  • Forum Private Client Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2023 and held it in 1 quarter.
  • Forum Private Client Group's Nuveen Preferred & Income Opportunities Fund position peaked at $2.79M in Q3 2023.
  • 298 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2023.

Based on Forum Private Client Group's 13F filing for Q4 2023, filed 19 Jan 2024.