MCC
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Money Concepts Capital’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Money Concepts Capital’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
-20,364
Closed -$148K – 1771
2022
Q4 		$148K Buy
+20,364
New +$148K 0.01% 810
2022
Q2 		– Sell
-24,400
Closed -$209K – 2069
2022
Q1 		$209K Buy
+24,400
New +$217K 0.01% 725

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

Money Concepts Capital's JPC Position: Q1 2023 in Review

Money Concepts Capital sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2023, closing a stake of 20,364 shares — an estimated $148K sold.

Money Concepts Capital first reported a position in JPC in Q1 2022 and held it in 2 quarters. The position peaked at $209K in Q1 2022. 134 funds tracked by Wall St. Rank hold JPC as of Q1 2023.

  • Money Concepts Capital reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 20,364 Nuveen Preferred & Income Opportunities Fund shares in Q1 2023, an estimated $148K.
  • Money Concepts Capital first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Nuveen Preferred & Income Opportunities Fund position peaked at $209K in Q1 2022.
  • 134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.