LS
JPI

Leelyn Smith’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Leelyn Smith’s Portfolio JPI Stock Details JPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-400
Closed -$7K – 484
2022
Q3 		$7K Buy
+400
New +$7.94K ﹤0.01% 338

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Leelyn Smith's JPI Position: Q4 2022 in Review

Leelyn Smith sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2022, closing a stake of 400 shares — an estimated $7K sold.

Leelyn Smith first reported a position in JPI in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 65 funds tracked by Wall St. Rank hold JPI as of Q4 2022.

  • Leelyn Smith reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Leelyn Smith sold 400 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2022, an estimated $7K.
  • Leelyn Smith first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2022 and held it in 1 quarter.
  • Leelyn Smith's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $7K in Q3 2022.
  • 65 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.