LP
JPC icon

Lloyd Park’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Lloyd Park’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
2022
Q1 		– Sell
-10,500
Closed -$102K – 76
2021
Q4 		$102K Buy
+10,500
New +$102K 0.06% 104

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lloyd Park's JPC Position: Q1 2022 in Review

Lloyd Park sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2022, closing a stake of 10,500 shares — an estimated $102K sold.

Lloyd Park first reported a position in JPC in Q4 2021 and held it in 1 quarter. The position peaked at $102K in Q4 2021. 139 funds tracked by Wall St. Rank hold JPC as of Q1 2022.

  • Lloyd Park reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Lloyd Park sold 10,500 Nuveen Preferred & Income Opportunities Fund shares in Q1 2022, an estimated $102K.
  • Lloyd Park first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Lloyd Park's Nuveen Preferred & Income Opportunities Fund position peaked at $102K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2022.

Based on Lloyd Park's 13F filing for Q1 2022, filed 3 May 2022.