FourThought Financial’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

FourThought Financial’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
2022 Q3	$2K	Buy	+302	New	+$2.36K	﹤0.01%	1336
2021 Q1	–	Sell	-1,895	Closed	-$18K	–	1541
2020 Q4	$18K	Buy	+1,895	New	+$16.8K	﹤0.01%	902

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

FourThought Financial's JPC Position: Q3 2022 in Review

FourThought Financial opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2022: 302 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings. This is a return to the name: FourThought Financial previously reported a position in JPC as recently as Q4 2020.

FourThought Financial first reported a position in JPC in Q4 2020 and has held it in 2 quarters since. The position peaked at $18K in Q4 2020. 134 funds tracked by Wall St. Rank hold JPC as of Q3 2022.

FourThought Financial held 302 shares of Nuveen Preferred & Income Opportunities Fund worth $2K as of Q3 2022.
Nuveen Preferred & Income Opportunities Fund was a new FourThought Financial position in Q3 2022.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1336 holding.
FourThought Financial first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2020 and has held it in 2 quarters since.
FourThought Financial's Nuveen Preferred & Income Opportunities Fund position peaked at $18K in Q4 2020.
134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.