Pathstone Family Office’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Pathstone Family Office’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 Q3	$158K	Buy	+25,000	New	+$161K	﹤0.01%	1553

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Family Office's JPC Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2023: 25,000 shares worth $158K. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings.

140 funds tracked by Wall St. Rank hold JPC as of Q3 2023.

Pathstone Family Office held 25,000 shares of Nuveen Preferred & Income Opportunities Fund worth $158K as of Q3 2023.
Nuveen Preferred & Income Opportunities Fund was a new Pathstone Family Office position in Q3 2023.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1553 holding.
140 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.