Johnson Financial Group Inc (Wisconsin)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2021 Q2	–	Sell	-2,746	Closed	-$26K	–	782
2021 Q1	$26K	Hold	2,746	–	–	﹤0.01%	478
2020 Q4	$26K	Hold	2,746	–	–	﹤0.01%	387
2020 Q3	$23K	Buy	+2,746	New	+$23.6K	﹤0.01%	329
2019 Q4	–	Sell	-2,746	Closed	-$28K	–	558
2019 Q3	$28K	Buy	+2,746	New	+$27.2K	﹤0.01%	382

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SIA

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

IWA

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

RJA

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

GKWIM

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

Johnson Financial Group Inc (Wisconsin)'s JPC Position: Q2 2021 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2021, closing a stake of 2,746 shares — an estimated $26K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in JPC in Q3 2019 and held it in 4 quarters. The position peaked at $28K in Q3 2019. 124 funds tracked by Wall St. Rank hold JPC as of Q2 2021.

Johnson Financial Group Inc (Wisconsin) reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 2,746 Nuveen Preferred & Income Opportunities Fund shares in Q2 2021, an estimated $26K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2019 and held it in 4 quarters.
Johnson Financial Group Inc (Wisconsin)'s Nuveen Preferred & Income Opportunities Fund position peaked at $28K in Q3 2019.
124 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2021.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2021, filed 13 Aug 2021.