Salomon & Ludwin’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Salomon & Ludwin’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 Q2	–	Sell	-1,334	Closed	-$10K	–	146
2020 Q1	$10K	Hold	1,334	–	–	﹤0.01%	164
2019 Q4	$14K	Hold	1,334	–	–	﹤0.01%	165
2019 Q3	$13K	Hold	1,334	–	–	﹤0.01%	151
2019 Q2	$13K	Sell	1,334 -667	-33%	-$6.44K	﹤0.01%	144
2019 Q1	$19K	Buy	+2,001	New	+$18.4K	﹤0.01%	127

Other funds holding JPC

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

GKWIM

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

Salomon & Ludwin's JPC Position: Q2 2020 in Review

Salomon & Ludwin sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2020, closing a stake of 1,334 shares — an estimated $10K sold.

Salomon & Ludwin first reported a position in JPC in Q1 2019 and held it in 5 quarters. The position peaked at $19K in Q1 2019. 110 funds tracked by Wall St. Rank hold JPC as of Q2 2020.

Salomon & Ludwin reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Salomon & Ludwin sold 1,334 Nuveen Preferred & Income Opportunities Fund shares in Q2 2020, an estimated $10K.
Salomon & Ludwin first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2019 and held it in 5 quarters.
Salomon & Ludwin's Nuveen Preferred & Income Opportunities Fund position peaked at $19K in Q1 2019.
110 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2020.

Based on Salomon & Ludwin's 13F filing for Q2 2020, filed 17 Jul 2020.