MUFG Americas’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

MUFG Americas’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-500	Closed	-$9K	–	456
2022 Q3	$9K	Buy	+500	New	+$9.93K	﹤0.01%	701
2017 Q3	–	Sell	-15	Closed	–	–	1184
2017 Q2	$0	Hold	15	–	–	﹤0.01%	1172
2017 Q1	$0	Buy	+15	New	+$356	﹤0.01%	1161
2015 Q2	–	Sell	-32	Closed	-$1K	–	1219
2015 Q1	$1K	Buy	+32	New	+$744	﹤0.01%	1120
2014 Q1	–	Sell	-20	Closed	–	–	1156
2013 Q4	$0	Buy	+20	New	+$445	﹤0.01%	1145

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MUFG Americas's JPI Position: Q4 2022 in Review

MUFG Americas sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2022, closing a stake of 500 shares — an estimated $9K sold.

MUFG Americas first reported a position in JPI in Q4 2013 and held it in 5 quarters. The position peaked at $9K in Q3 2022. 65 funds tracked by Wall St. Rank hold JPI as of Q4 2022.

MUFG Americas reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 500 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2022, an estimated $9K.
MUFG Americas first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2013 and held it in 5 quarters.
MUFG Americas's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $9K in Q3 2022.
65 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.