LP
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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 – 77
2021
Q4 		$102K Buy
+10,500
New +$102K 0.08% 104

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SIA
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PPA
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Morgan Stanley
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Cohen & Steers
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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RJA
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Wells Fargo
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return