Raymond James Financial Services Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Raymond James Financial Services Advisors’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-11,479	Closed	-$197K	–	3363
2023 Q3	$197K	Buy	11,479 +850	+8%	+$14.6K	﹤0.01%	2942
2023 Q2	$178K	Buy	+10,629	New	+$179K	﹤0.01%	2965
2020 Q4	–	Sell	-10,672	Closed	-$235K	–	3027
2020 Q3	$235K	Buy	+10,672	New	+$239K	﹤0.01%	2435
2018 Q1	–	Sell	-8,447	Closed	-$209K	–	2644
2017 Q4	$209K	Buy	+8,447	New	+$212K	﹤0.01%	2239

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

Raymond James Financial Services Advisors's JPI Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2023, closing a stake of 11,479 shares — an estimated $197K sold.

Raymond James Financial Services Advisors first reported a position in JPI in Q4 2017 and held it in 4 quarters. The position peaked at $235K in Q3 2020. 72 funds tracked by Wall St. Rank hold JPI as of Q4 2023.

Raymond James Financial Services Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 11,479 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2023, an estimated $197K.
Raymond James Financial Services Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2017 and held it in 4 quarters.
Raymond James Financial Services Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $235K in Q3 2020.
72 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.