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Oxbow Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Oxbow Advisors’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
2023
Q1 		– Sell
-16,650
Closed -$121K – 210
2022
Q4 		$121K Hold
16,650
– – 0.02% 204
2022
Q3 		$116K Hold
16,650
– – 0.02% 234
2022
Q2 		$127K Hold
16,650
– – 0.02% 244
2022
Q1 		$143K Hold
16,650
– – 0.01% 254
2021
Q4 		$163K Hold
16,650
– – 0.02% 267
2021
Q3 		$165K Hold
16,650
– – 0.02% 276
2021
Q2 		$166K Hold
16,650
– – 0.02% 281
2021
Q1 		$158K Hold
16,650
– – 0.02% 277
2020
Q4 		$158K Hold
16,650
– – 0.02% 251
2020
Q3 		$141K Hold
16,650
– – 0.02% 250
2020
Q2 		$137K Sell
16,650
-12,475
-43% -$99.6K 0.02% 256
2020
Q1 		$214K Sell
29,125
-655,343
-96% -$6.22M 0.04% 234
2019
Q4 		$7.16M Buy
684,468
+46,626
+7% +$474K 0.83% 31
2019
Q3 		$6.41M Buy
637,842
+3,308
+0.5% +$32.7K 0.85% 26
2019
Q2 		$6.29M Buy
634,534
+303,423
+92% +$2.93M 0.76% 29
2019
Q1 		$3.15M Buy
331,111
+260,165
+367% +$2.39M 0.38% 63
2018
Q4 		$592K Buy
70,946
+59
+0.1% +$521 0.08% 184
2018
Q3 		$657K Sell
70,887
-2,620
-4% -$24.5K 0.08% 182
2018
Q2 		$686K Buy
+73,507
New +$721K 0.09% 171
2018
Q1 		– Sell
-73,439
Closed -$759K – 236
2017
Q4 		$759K Sell
73,439
-2,091
-3% -$21.9K 0.14% 142
2017
Q3 		$798K Sell
75,530
-6,314
-8% -$66.2K 0.15% 136
2017
Q2 		$851K Sell
81,844
-7,774
-9% -$79K 0.15% 139
2017
Q1 		$879K Sell
89,618
-2,796
-3% -$27.6K 0.14% 139
2016
Q4 		$909K Sell
92,414
-33,990
-27% -$326K 0.11% 147
2016
Q3 		$1.27M Sell
126,404
-4,495
-3% -$46.2K 0.17% 117
2016
Q2 		$1.31M Sell
130,899
-2,976
-2% -$29.4K 0.19% 119
2016
Q1 		$1.25M Sell
133,875
-6,000
-4% -$55.5K 0.18% 118
2015
Q4 		$1.28M Sell
139,875
-17,130
-11% -$157K 0.16% 125
2015
Q3 		$1.41M Sell
157,005
-2,980
-2% -$27.3K 0.23% 114
2015
Q2 		$1.47M Sell
159,985
-14,100
-8% -$135K 0.19% 121
2015
Q1 		$1.66M Sell
174,085
-3,850
-2% -$36.7K 0.25% 91
2014
Q4 		$1.7M Sell
177,935
-8,805
-5% -$82.1K 0.24% 95
2014
Q3 		$1.72M Buy
186,740
+12,740
+7% +$120K 0.24% 94
2014
Q2 		$1.69M Buy
174,000
+123,580
+245% +$1.18M 0.22% 94
2014
Q1 		$468K Sell
50,420
-1,900
-4% -$17.3K 0.07% 149
2013
Q4 		$464K Buy
52,320
+11,560
+28% +$101K 0.07% 156
2013
Q3 		$354K Hold
40,760
– – 0.06% 158
2013
Q2 		$389K Buy
+40,760
New +$413K 0.07% 139

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

Oxbow Advisors's JPC Position: Q1 2023 in Review

Oxbow Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2023, closing a stake of 16,650 shares — an estimated $121K sold.

Oxbow Advisors first reported a position in JPC in Q2 2013 and held it in 38 quarters. The position peaked at $7.16M in Q4 2019. 134 funds tracked by Wall St. Rank hold JPC as of Q1 2023.

  • Oxbow Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Oxbow Advisors sold 16,650 Nuveen Preferred & Income Opportunities Fund shares in Q1 2023, an estimated $121K.
  • Oxbow Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 38 quarters.
  • Oxbow Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $7.16M in Q4 2019.
  • 134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2023.

Based on Oxbow Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.