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NFP Retirement Inc’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

NFP Retirement Inc’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
2022
Q3 		– Sell
-25,124
Closed -$192K – 227
2022
Q2 		$192K Buy
+25,124
New +$200K 0.05% 221

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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
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Cohen & Steers New York $57.6B AUM 8.03% 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
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

NFP Retirement Inc's JPC Position: Q3 2022 in Review

NFP Retirement Inc sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2022, closing a stake of 25,124 shares — an estimated $192K sold.

NFP Retirement Inc first reported a position in JPC in Q2 2022 and held it in 1 quarter. The position peaked at $192K in Q2 2022. 134 funds tracked by Wall St. Rank hold JPC as of Q3 2022.

  • NFP Retirement Inc reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • NFP Retirement Inc sold 25,124 Nuveen Preferred & Income Opportunities Fund shares in Q3 2022, an estimated $192K.
  • NFP Retirement Inc first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • NFP Retirement Inc's Nuveen Preferred & Income Opportunities Fund position peaked at $192K in Q2 2022.
  • 134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2022.

Based on NFP Retirement Inc's 13F filing for Q3 2022, filed 13 Feb 2025.