Marquette Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Marquette Asset Management’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 Q4	–	Sell	-4,190	Closed	-$29K	–	251
2022 Q3	$29K	Sell	4,190 -917	-18%	-$7.17K	0.01%	163
2022 Q2	$39K	Buy	+5,107	New	+$40.7K	0.01%	175

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

RJA

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

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Marquette Asset Management's JPC Position: Q4 2022 in Review

Marquette Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2022, closing a stake of 4,190 shares — an estimated $29K sold.

Marquette Asset Management first reported a position in JPC in Q2 2022 and held it in 2 quarters. The position peaked at $39K in Q2 2022. 137 funds tracked by Wall St. Rank hold JPC as of Q4 2022.

Marquette Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Marquette Asset Management sold 4,190 Nuveen Preferred & Income Opportunities Fund shares in Q4 2022, an estimated $29K.
Marquette Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2022 and held it in 2 quarters.
Marquette Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $39K in Q2 2022.
137 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2022.

Based on Marquette Asset Management's 13F filing for Q4 2022, filed 12 Jan 2023.