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Levin Capital Strategies’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Levin Capital Strategies’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
Q4 		– Sell
-35,000
Closed -$297K – 323
2020
Q3 		$297K Buy
+35,000
New +$301K 0.04% 195

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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
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
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 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

Levin Capital Strategies's JPC Position: Q4 2020 in Review

Levin Capital Strategies sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2020, closing a stake of 35,000 shares — an estimated $297K sold.

Levin Capital Strategies first reported a position in JPC in Q3 2020 and held it in 1 quarter. The position peaked at $297K in Q3 2020. 130 funds tracked by Wall St. Rank hold JPC as of Q4 2020.

  • Levin Capital Strategies reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2020 after selling out during the quarter.
  • Levin Capital Strategies sold 35,000 Nuveen Preferred & Income Opportunities Fund shares in Q4 2020, an estimated $297K.
  • Levin Capital Strategies first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2020 and held it in 1 quarter.
  • Levin Capital Strategies's Nuveen Preferred & Income Opportunities Fund position peaked at $297K in Q3 2020.
  • 130 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2020.

Based on Levin Capital Strategies's 13F filing for Q4 2020, filed 16 Feb 2021.