Romano Brothers & Co’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-11,550	Closed	-$78.1K	–	309
2023 Q4	$78.1K	Buy	+11,550	New	+$73.5K	0.01%	300
2023 Q1	–	Sell	-1,000	Closed	-$7.28K	–	642
2022 Q4	$7.28K	Buy	+1,000	New	+$7.25K	﹤0.01%	773

Other funds holding JPC

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

RCM

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

SIA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Romano Brothers & Co's JPC Position: Q1 2024 in Review

Romano Brothers & Co sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2024, closing a stake of 11,550 shares — an estimated $78.1K sold.

Romano Brothers & Co first reported a position in JPC in Q4 2022 and held it in 2 quarters. The position peaked at $78.1K in Q4 2023. 287 funds tracked by Wall St. Rank hold JPC as of Q1 2024.

Romano Brothers & Co reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Romano Brothers & Co sold 11,550 Nuveen Preferred & Income Opportunities Fund shares in Q1 2024, an estimated $78.1K.
Romano Brothers & Co first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and held it in 2 quarters.
Romano Brothers & Co's Nuveen Preferred & Income Opportunities Fund position peaked at $78.1K in Q4 2023.
287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2024.

Based on Romano Brothers & Co's 13F filing for Q1 2024, filed 17 Apr 2024.