Reby Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Reby 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
2020 Q4	$24K	Buy	+2,500	New	+$22.2K	0.01%	329

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

Reby Advisors's JPC Position: Q4 2020 in Review

Reby Advisors opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2020: 2,500 shares worth $24K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings.

130 funds tracked by Wall St. Rank hold JPC as of Q4 2020.

Reby Advisors held 2,500 shares of Nuveen Preferred & Income Opportunities Fund worth $24K as of Q4 2020.
Nuveen Preferred & Income Opportunities Fund was a new Reby Advisors position in Q4 2020.
Nuveen Preferred & Income Opportunities Fund made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #329 holding.
130 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.