Occidental Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Occidental Asset Management’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 Q4	–	Sell	-12,524	Closed	-$101K	–	228
2024 Q3	$101K	Sell	12,524 -887	-7%	-$6.88K	0.02%	212
2024 Q2	$100K	Buy	13,411 +870	+7%	+$6.25K	0.02%	201
2024 Q1	$90.2K	Buy	12,541 +1,813	+17%	+$12.9K	0.02%	200
2023 Q4	$72.5K	Buy	+10,728	New	+$68.2K	0.02%	206

Other funds holding JPC

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

SIA

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Occidental Asset Management's JPC Position: Q4 2024 in Review

Occidental Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2024, closing a stake of 12,524 shares — an estimated $101K sold.

Occidental Asset Management first reported a position in JPC in Q4 2023 and held it in 4 quarters. The position peaked at $101K in Q3 2024. 297 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

Occidental Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Occidental Asset Management sold 12,524 Nuveen Preferred & Income Opportunities Fund shares in Q4 2024, an estimated $101K.
Occidental Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 4 quarters.
Occidental Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $101K in Q3 2024.
297 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on Occidental Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.