GCIM
JPC icon

Gunn & Company Investment Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Gunn & Company Investment Management’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
2024
Q3 		– Sell
-15,000
Closed -$112K – 104
2024
Q2 		$112K Buy
+15,000
New +$108K 0.01% 144

Other funds holding JPC

Morgan Stanley
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Gunn & Company Investment Management's JPC Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2024, closing a stake of 15,000 shares — an estimated $112K sold.

Gunn & Company Investment Management first reported a position in JPC in Q2 2024 and held it in 1 quarter. The position peaked at $112K in Q2 2024. 287 funds tracked by Wall St. Rank hold JPC as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 15,000 Nuveen Preferred & Income Opportunities Fund shares in Q3 2024, an estimated $112K.
  • Gunn & Company Investment Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Gunn & Company Investment Management's Nuveen Preferred & Income Opportunities Fund position peaked at $112K in Q2 2024.
  • 287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.