Next Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Next Financial Group’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 Q4	$5K	Hold	500	–	–	﹤0.01%	2425
2021 Q3	$5K	Hold	500	–	–	﹤0.01%	2261
2021 Q2	$5K	Hold	500	–	–	﹤0.01%	2197
2021 Q1	$5K	Hold	500	–	–	﹤0.01%	2103
2020 Q4	$5K	Hold	500	–	–	﹤0.01%	1987
2020 Q3	$4K	Buy	+500	New	+$4.3K	﹤0.01%	1907
2020 Q2	–	Sell	-500	Closed	-$4K	–	1265
2020 Q1	$4K	Sell	500 -1,845	-79%	-$17.5K	﹤0.01%	1772
2019 Q4	$25K	Buy	2,345 +500	+27%	+$5.08K	﹤0.01%	1449
2019 Q3	$19K	Hold	1,845	–	–	﹤0.01%	1465
2019 Q2	$18K	Sell	1,845 -627	-25%	-$6.05K	﹤0.01%	1499
2019 Q1	$24K	Sell	2,472 -5,463	-69%	-$50.3K	0.01%	918
2018 Q4	$66K	Buy	7,935 +5,463	+221%	+$48.3K	0.01%	709
2018 Q3	$23K	Buy	+2,472	New	+$23.1K	0.01%	742
2017 Q4	–	Sell	-2,972	Closed	-$31K	–	861
2017 Q3	$31K	Hold	2,972	–	–	0.01%	850
2017 Q2	$31K	Buy	2,972 +2,472	+494%	+$25.1K	0.01%	934
2017 Q1	$5K	Sell	500 -5,427	-92%	-$53.6K	﹤0.01%	1510
2016 Q4	$58K	Buy	5,927 +83	+1%	+$795	0.01%	895
2016 Q3	$59K	Buy	5,844 +1,858	+47%	+$19.1K	0.01%	877
2016 Q2	$39K	Sell	3,986 -739	-16%	-$7.31K	0.01%	731
2016 Q1	$44K	Buy	4,725 +42	+0.9%	+$388	0.02%	665
2015 Q4	$42K	Buy	4,683 +1,800	+62%	+$16.5K	0.02%	665
2015 Q3	$25K	Buy	+2,883	New	+$26.4K	0.01%	867
2014 Q4	–	Sell	-5,350	Closed	-$49K	–	2127
2014 Q3	$49K	Buy	+5,350	New	+$50.4K	0.01%	951

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

PPA

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

Cohen & Steers New York $57.6B AUM 8.03% 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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Next Financial Group's JPC Position: Q4 2021 in Review

Next Financial Group held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q4 2021 at 500 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Next Financial Group first reported a position in JPC in Q3 2014 and has held it in 23 quarters since. The position peaked at $66K in Q4 2018. 140 funds tracked by Wall St. Rank hold JPC as of Q4 2021.

Next Financial Group held 500 shares of Nuveen Preferred & Income Opportunities Fund worth $5K as of Q4 2021.
Next Financial Group left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q4 2021.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2425 holding.
Next Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2014 and has held it in 23 quarters since.
Next Financial Group's Nuveen Preferred & Income Opportunities Fund position peaked at $66K in Q4 2018.
140 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.