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Parkside Financial Bank & Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Parkside Financial Bank & Trust’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 		– Sell
-998
Closed -$10K – 1855
2021
Q3 		$10K Hold
998
– – ﹤0.01% 966
2021
Q2 		$10K Buy
+998
New +$9.72K ﹤0.01% 962

Other funds holding JPC

BI
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
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

Parkside Financial Bank & Trust's JPC Position: Q4 2021 in Review

Parkside Financial Bank & Trust sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2021, closing a stake of 998 shares — an estimated $10K sold.

Parkside Financial Bank & Trust first reported a position in JPC in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q3 2021. 140 funds tracked by Wall St. Rank hold JPC as of Q4 2021.

  • Parkside Financial Bank & Trust reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 998 Nuveen Preferred & Income Opportunities Fund shares in Q4 2021, an estimated $10K.
  • Parkside Financial Bank & Trust first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2021 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's Nuveen Preferred & Income Opportunities Fund position peaked at $10K in Q3 2021.
  • 140 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2021.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2021, filed 14 Feb 2022.