InterOcean Capital Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

InterOcean Capital 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 Q1	–	Sell	-20,000	Closed	-$146K	–	440
2022 Q4	$146K	Hold	20,000	–	–	0.01%	386
2022 Q3	$139K	Buy	20,000 +5,000	+33%	+$39.1K	0.01%	388
2022 Q2	$115K	Hold	15,000	–	–	﹤0.01%	401
2022 Q1	$129K	Buy	15,000 +1,500	+11%	+$13.3K	0.01%	269
2021 Q4	$132K	Buy	+13,500	New	+$131K	0.01%	257

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

SIA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

RJA

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

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

InterOcean Capital Group's JPC Position: Q1 2023 in Review

InterOcean Capital Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2023, closing a stake of 20,000 shares — an estimated $146K sold.

InterOcean Capital Group first reported a position in JPC in Q4 2021 and held it in 5 quarters. The position peaked at $146K in Q4 2022. 134 funds tracked by Wall St. Rank hold JPC as of Q1 2023.

InterOcean Capital Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
InterOcean Capital Group sold 20,000 Nuveen Preferred & Income Opportunities Fund shares in Q1 2023, an estimated $146K.
InterOcean Capital Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and held it in 5 quarters.
InterOcean Capital Group's Nuveen Preferred & Income Opportunities Fund position peaked at $146K in Q4 2022.
134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2023.

Based on InterOcean Capital Group's 13F filing for Q1 2023, filed 15 May 2023.