Private Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Private Wealth Partners’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
2022 Q4	–	Sell	-13,500	Closed	-$94K	–	89
2022 Q3	$94K	Sell	13,500 -3,000	-18%	-$23.4K	0.01%	74
2022 Q2	$126K	Sell	16,500 -1,500	-8%	-$12K	0.01%	70
2022 Q1	$154K	Hold	18,000	–	–	0.01%	79
2021 Q4	$176K	Buy	18,000 +7,000	+64%	+$67.7K	0.01%	79
2021 Q3	$109K	Hold	11,000	–	–	0.01%	79
2021 Q2	$110K	Hold	11,000	–	–	0.01%	76
2021 Q1	$104K	Buy	+11,000	New	+$101K	0.01%	72

Other funds holding JPC

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

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

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 New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

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

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

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

Private Wealth Partners's JPC Position: Q4 2022 in Review

Private Wealth Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2022, closing a stake of 13,500 shares — an estimated $94K sold.

Private Wealth Partners first reported a position in JPC in Q1 2021 and held it in 7 quarters. The position peaked at $176K in Q4 2021. 137 funds tracked by Wall St. Rank hold JPC as of Q4 2022.

Private Wealth Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
Private Wealth Partners sold 13,500 Nuveen Preferred & Income Opportunities Fund shares in Q4 2022, an estimated $94K.
Private Wealth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2021 and held it in 7 quarters.
Private Wealth Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $176K in Q4 2021.
137 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2022.

Based on Private Wealth Partners's 13F filing for Q4 2022, filed 25 Jan 2023.