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RE Dickinson Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

RE Dickinson Investment Advisors’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
2024
Q4 		$11.1K Sell
1,406
-3,302
-70% -$26.6K 0.01% 159
2024
Q3 		$38K Hold
4,708
– – 0.02% 97
2024
Q2 		$35.2K Hold
4,708
– – 0.02% 101
2024
Q1 		$34K Hold
4,708
– – 0.02% 99
2023
Q4 		$32K Buy
+4,708
New +$29.9K 0.02% 103

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RE Dickinson Investment Advisors's JPC Position: Q4 2024 in Review

RE Dickinson Investment Advisors reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 70% in Q4 2024, selling an estimated $26.6K and leaving 1,406 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #159.

RE Dickinson Investment Advisors first reported a position in JPC in Q4 2023 and has held it in 5 quarters since. The position peaked at $38K in Q3 2024. 298 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

  • RE Dickinson Investment Advisors held 1,406 shares of Nuveen Preferred & Income Opportunities Fund worth $11.1K as of Q4 2024.
  • RE Dickinson Investment Advisors sold 3,302 Nuveen Preferred & Income Opportunities Fund shares in Q4 2024, an estimated $26.6K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #159 holding.
  • RE Dickinson Investment Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 5 quarters since.
  • RE Dickinson Investment Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $38K in Q3 2024.
  • 298 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.