J.W. Burns & Co’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

J.W. Burns & Co’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
2020 Q2	–	Sell	-10,300	Closed	-$76K	–	150
2020 Q1	$76K	Sell	10,300 -2,400	-19%	-$22.8K	0.02%	141
2019 Q4	$133K	Buy	12,700 +1,050	+9%	+$10.7K	0.03%	160
2019 Q3	$117K	Buy	+11,650	New	+$115K	0.03%	159
2018 Q4	–	Sell	-12,250	Closed	-$114K	–	157
2018 Q3	$114K	Hold	12,250	–	–	0.03%	165
2018 Q2	$114K	Buy	12,250 +1,000	+9%	+$9.81K	0.03%	160
2018 Q1	$113K	Buy	+11,250	New	+$111K	0.03%	162
2016 Q4	–	Sell	-12,800	Closed	-$128K	–	158
2016 Q3	$128K	Hold	12,800	–	–	0.04%	151
2016 Q2	$128K	Buy	+12,800	New	+$127K	0.04%	149

Other funds holding JPC

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

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RJA

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

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

J.W. Burns & Co's JPC Position: Q2 2020 in Review

J.W. Burns & Co sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2020, closing a stake of 10,300 shares — an estimated $76K sold.

J.W. Burns & Co first reported a position in JPC in Q2 2016 and held it in 8 quarters. The position peaked at $133K in Q4 2019. 110 funds tracked by Wall St. Rank hold JPC as of Q2 2020.

J.W. Burns & Co reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
J.W. Burns & Co sold 10,300 Nuveen Preferred & Income Opportunities Fund shares in Q2 2020, an estimated $76K.
J.W. Burns & Co first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and held it in 8 quarters.
J.W. Burns & Co's Nuveen Preferred & Income Opportunities Fund position peaked at $133K in Q4 2019.
110 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2020.

Based on J.W. Burns & Co's 13F filing for Q2 2020, filed 6 Jul 2020.