Mid Atlantic Financial Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$590K	Sell	59,626 -7,440	-11%	-$74.2K	0.04%	407
2021 Q2	$669K	Sell	67,066 -6,000	-8%	-$58.4K	0.05%	376
2021 Q1	$693K	Buy	73,066 +11,300	+18%	+$104K	0.05%	349
2020 Q4	$587K	Sell	61,766 -1,300	-2%	-$11.5K	0.05%	350
2020 Q3	$552K	Buy	63,066 +1,091	+2%	+$9.39K	0.05%	329
2020 Q2	$510K	Buy	61,975 +4,000	+7%	+$31.9K	0.05%	331
2020 Q1	$426K	Sell	57,975 -11,300	-16%	-$107K	0.05%	345
2019 Q4	$725K	Sell	69,275 -20,600	-23%	-$209K	0.07%	298
2019 Q3	$903K	Sell	89,875 -24,156	-21%	-$239K	0.1%	223
2019 Q2	$1.13M	Buy	114,031 +5,256	+5%	+$50.7K	0.12%	166
2019 Q1	$1.04M	Sell	108,775 -1,000	-0.9%	-$9.2K	0.11%	178
2018 Q4	$916K	Buy	+109,775	New	+$970K	0.11%	170

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

RJA

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

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

Mid Atlantic Financial Management's JPC Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 11% in Q3 2021, selling an estimated $74.2K and leaving 59,626 shares worth $590K. The position accounts for 0.04% of the portfolio, ranked #407.

Mid Atlantic Financial Management first reported a position in JPC in Q4 2018 and has held it in 12 quarters since. The position peaked at $1.13M in Q2 2019. 126 funds tracked by Wall St. Rank hold JPC as of Q3 2021.

Mid Atlantic Financial Management held 59,626 shares of Nuveen Preferred & Income Opportunities Fund worth $590K as of Q3 2021.
Mid Atlantic Financial Management sold 7,440 Nuveen Preferred & Income Opportunities Fund shares in Q3 2021, an estimated $74.2K.
Nuveen Preferred & Income Opportunities Fund made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #407 holding.
Mid Atlantic Financial Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's Nuveen Preferred & Income Opportunities Fund position peaked at $1.13M in Q2 2019.
126 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.