Goldman Sachs’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Goldman Sachs’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-9,722	Closed	-$243K	–	6368
2021 Q1	$243K	Buy	+9,722	New	+$236K	﹤0.01%	5547
2015 Q3	–	Sell	-16,691	Closed	-$371K	–	7396
2015 Q2	$371K	Buy	+16,691	New	+$387K	﹤0.01%	5511
2015 Q1	–	Sell	-18,476	Closed	-$415K	–	7190
2014 Q4	$415K	Buy	+18,476	New	+$425K	﹤0.01%	5467

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Goldman Sachs's JPI Position: Q2 2021 in Review

Goldman Sachs sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2021, closing a stake of 9,722 shares — an estimated $243K sold.

Goldman Sachs first reported a position in JPI in Q4 2014 and held it in 3 quarters. The position peaked at $415K in Q4 2014. 57 funds tracked by Wall St. Rank hold JPI as of Q2 2021.

Goldman Sachs reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Goldman Sachs sold 9,722 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2021, an estimated $243K.
Goldman Sachs first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2014 and held it in 3 quarters.
Goldman Sachs's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $415K in Q4 2014.
57 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2021.

Based on Goldman Sachs's 13F filing for Q2 2021, filed 13 Aug 2021.