Quest Investment Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Quest Investment 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
2020 Q4	–	Sell	-30,000	Closed	-$255K	–	106
2020 Q3	$255K	Hold	30,000	–	–	0.02%	102
2020 Q2	$247K	Hold	30,000	–	–	0.03%	97
2020 Q1	$220K	Hold	30,000	–	–	0.03%	94
2019 Q4	$314K	Hold	30,000	–	–	0.04%	99
2019 Q3	$301K	Hold	30,000	–	–	0.04%	94
2019 Q2	$297K	Hold	30,000	–	–	0.04%	91
2019 Q1	$286K	Hold	30,000	–	–	0.04%	93
2018 Q4	$250K	Hold	30,000	–	–	0.04%	96
2018 Q3	$278K	Hold	30,000	–	–	0.04%	102
2018 Q2	$280K	Hold	30,000	–	–	0.04%	100
2018 Q1	$300K	Hold	30,000	–	–	0.05%	101
2017 Q4	$310K	Hold	30,000	–	–	0.05%	103
2017 Q3	$317K	Hold	30,000	–	–	0.04%	96
2017 Q2	$312K	Hold	30,000	–	–	0.04%	96
2017 Q1	$294K	Hold	30,000	–	–	0.04%	94
2016 Q4	$295K	Hold	30,000	–	–	0.04%	89
2016 Q3	$301K	Hold	30,000	–	–	0.04%	88
2016 Q2	$301K	Buy	+30,000	New	+$297K	0.04%	88

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

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

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RJA

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

Quest Investment Management's JPC Position: Q4 2020 in Review

Quest Investment Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2020, closing a stake of 30,000 shares — an estimated $255K sold.

Quest Investment Management first reported a position in JPC in Q2 2016 and held it in 18 quarters. The position peaked at $317K in Q3 2017. 130 funds tracked by Wall St. Rank hold JPC as of Q4 2020.

Quest Investment Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2020 after selling out during the quarter.
Quest Investment Management sold 30,000 Nuveen Preferred & Income Opportunities Fund shares in Q4 2020, an estimated $255K.
Quest Investment Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and held it in 18 quarters.
Quest Investment Management's Nuveen Preferred & Income Opportunities Fund position peaked at $317K in Q3 2017.
130 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2020.

Based on Quest Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.