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Hilltop National Bank’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Hilltop National Bank’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
Q4 		– Sell
-1,977
Closed -$16K – 810
2024
Q3 		$16K Hold
1,977
– – ﹤0.01% 613
2024
Q2 		$14.8K Hold
1,977
– – ﹤0.01% 600
2024
Q1 		$14.2K Buy
+1,977
New +$14K ﹤0.01% 593

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UBS Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Hilltop National Bank's JPC Position: Q4 2024 in Review

Hilltop National Bank sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2024, closing a stake of 1,977 shares — an estimated $16K sold.

Hilltop National Bank first reported a position in JPC in Q1 2024 and held it in 3 quarters. The position peaked at $16K in Q3 2024. 297 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

  • Hilltop National Bank reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Hilltop National Bank sold 1,977 Nuveen Preferred & Income Opportunities Fund shares in Q4 2024, an estimated $16K.
  • Hilltop National Bank first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • Hilltop National Bank's Nuveen Preferred & Income Opportunities Fund position peaked at $16K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on Hilltop National Bank's 13F filing for Q4 2024, filed 10 Jan 2025.