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McElhenny Sheffield Capital Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-2,000
Closed -$14.6K – 360
2022
Q4 		$14.6K Buy
+2,000
New +$14.5K 0.01% 296

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

McElhenny Sheffield Capital Management's JPC Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2023, closing a stake of 2,000 shares — an estimated $14.6K sold.

McElhenny Sheffield Capital Management first reported a position in JPC in Q4 2022 and held it in 1 quarter. The position peaked at $14.6K in Q4 2022. 134 funds tracked by Wall St. Rank hold JPC as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 2,000 Nuveen Preferred & Income Opportunities Fund shares in Q1 2023, an estimated $14.6K.
  • McElhenny Sheffield Capital Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Nuveen Preferred & Income Opportunities Fund position peaked at $14.6K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.