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

Reilly Financial 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
2021 Q4	$14K	Hold	1,390	–	–	﹤0.01%	639
2021 Q3	$14K	Hold	1,390	–	–	﹤0.01%	592
2021 Q2	$14K	Hold	1,390	–	–	﹤0.01%	624
2021 Q1	$13K	Hold	1,390	–	–	﹤0.01%	636
2020 Q4	$13K	Hold	1,390	–	–	﹤0.01%	574
2020 Q3	$12K	Hold	1,390	–	–	﹤0.01%	540
2020 Q2	$11K	Buy	+1,390	New	+$11.1K	﹤0.01%	559
2019 Q3	–	Sell	-307	Closed	-$3K	–	936
2019 Q2	$3K	Buy	+307	New	+$2.96K	﹤0.01%	840

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

RJA

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Reilly Financial Advisors's JPC Position: Q4 2021 in Review

Reilly Financial Advisors held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q4 2021 at 1,390 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Reilly Financial Advisors first reported a position in JPC in Q2 2019 and has held it in 8 quarters since. 140 funds tracked by Wall St. Rank hold JPC as of Q4 2021.

Reilly Financial Advisors held 1,390 shares of Nuveen Preferred & Income Opportunities Fund worth $14K as of Q4 2021.
Reilly Financial Advisors left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q4 2021.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #639 holding.
Reilly Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2019 and has held it in 8 quarters since.
140 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.