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

Moloney Securities 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
2024
Q2 		– Sell
-14,327
Closed -$103K – 486
2024
Q1 		$103K Sell
14,327
-308
-2% -$2.19K 0.02% 427
2023
Q4 		$98.9K Buy
+14,635
New +$93.1K 0.02% 421
2021
Q4 		– Sell
-11,384
Closed -$113K – 467
2021
Q3 		$113K Hold
11,384
– – 0.02% 414
2021
Q2 		$114K Hold
11,384
– – 0.02% 409
2021
Q1 		$108K Sell
11,384
-500
-4% -$4.61K 0.02% 392
2020
Q4 		$113K Sell
11,884
-60
-0.5% -$533 0.03% 368
2020
Q3 		$101K Hold
11,944
– – 0.03% 313
2020
Q2 		$98K Hold
11,944
– – 0.03% 291
2020
Q1 		$88K Hold
11,944
– – 0.03% 263
2019
Q4 		$125K Sell
11,944
-2,000
-14% -$20.3K 0.04% 332
2019
Q3 		$140K Hold
13,944
– – 0.05% 310
2019
Q2 		$138K Sell
13,944
-1,007
-7% -$9.72K 0.05% 300
2019
Q1 		$142K Buy
14,951
+607
+4% +$5.58K 0.05% 284
2018
Q4 		$120K Hold
14,344
– – 0.05% 264
2018
Q3 		$133K Sell
14,344
-400
-3% -$3.74K 0.05% 280
2018
Q2 		$138K Hold
14,744
– – 0.05% 277
2018
Q1 		$148K Hold
14,744
– – 0.06% 272
2017
Q4 		$152K Hold
14,744
– – 0.06% 249
2017
Q3 		$156K Hold
14,744
– – 0.07% 256
2017
Q2 		$153K Hold
14,744
– – 0.08% 235
2017
Q1 		$145K Hold
14,744
– – 0.08% 225
2016
Q4 		$145K Buy
+14,744
New +$141K 0.09% 207

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Moloney Securities Asset Management's JPC Position: Q2 2024 in Review

Moloney Securities Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2024, closing a stake of 14,327 shares — an estimated $103K sold.

Moloney Securities Asset Management first reported a position in JPC in Q4 2016 and held it in 22 quarters. The position peaked at $156K in Q3 2017. 280 funds tracked by Wall St. Rank hold JPC as of Q2 2024.

  • Moloney Securities Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Moloney Securities Asset Management sold 14,327 Nuveen Preferred & Income Opportunities Fund shares in Q2 2024, an estimated $103K.
  • Moloney Securities Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2016 and held it in 22 quarters.
  • Moloney Securities Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $156K in Q3 2017.
  • 280 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2024.

Based on Moloney Securities Asset Management's 13F filing for Q2 2024, filed 30 Jul 2024.