NWAM LLC’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

NWAM LLC’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 Q1	–	Sell	-15,175	Closed	-$103K	–	590
2023 Q4	$103K	Buy	+15,175	New	+$96.5K	0.01%	541
2018 Q3	–	Sell	-11,950	Closed	-$111K	–	356
2018 Q2	$111K	Hold	11,950	–	–	0.03%	327
2018 Q1	$120K	Sell	11,950 -1,000	-8%	-$9.87K	0.03%	324
2017 Q4	$134K	Sell	12,950 -1,661	-11%	-$17.4K	0.03%	308
2017 Q3	$154K	Hold	14,611	–	–	0.04%	304
2017 Q2	$152K	Buy	14,611 +2,661	+22%	+$27K	0.03%	300
2017 Q1	$117K	Hold	11,950	–	–	0.04%	296
2016 Q4	$118K	Hold	11,950	–	–	0.04%	274
2016 Q3	$120K	Hold	11,950	–	–	0.01%	270
2016 Q2	$120K	Hold	11,950	–	–	0.05%	237
2016 Q1	$112K	Hold	11,950	–	–	0.04%	235
2015 Q4	$109K	Buy	+11,950	New	+$109K	0.04%	240
2015 Q3	–	Sell	-12,000	Closed	-$109K	–	200
2015 Q2	$109K	Buy	12,000 +50	+0.4%	+$477	0.05%	235
2015 Q1	$114K	Hold	11,950	–	–	0.05%	234
2014 Q4	$114K	Hold	11,950	–	–	0.05%	223
2014 Q3	$110K	Hold	11,950	–	–	0.04%	282
2014 Q2	$116K	Buy	+11,950	New	+$114K	0.04%	288

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PCM

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

NWAM LLC's JPC Position: Q1 2024 in Review

NWAM LLC sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2024, closing a stake of 15,175 shares — an estimated $103K sold.

NWAM LLC first reported a position in JPC in Q2 2014 and held it in 17 quarters. The position peaked at $154K in Q3 2017. 287 funds tracked by Wall St. Rank hold JPC as of Q1 2024.

NWAM LLC reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
NWAM LLC sold 15,175 Nuveen Preferred & Income Opportunities Fund shares in Q1 2024, an estimated $103K.
NWAM LLC first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2014 and held it in 17 quarters.
NWAM LLC's Nuveen Preferred & Income Opportunities Fund position peaked at $154K in Q3 2017.
287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2024.

Based on NWAM LLC's 13F filing for Q1 2024, filed 9 May 2024.