SeaCrest Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-2,170	Closed	-$17K	–	1082
2022 Q2	$17K	Buy	+2,170	New	+$17.3K	﹤0.01%	1541
2019 Q2	–	Sell	-7,435	Closed	-$71K	–	1209
2019 Q1	$71K	Sell	7,435 -9,919	-57%	-$91.3K	0.01%	821
2018 Q4	$145K	Sell	17,354 -3,317	-16%	-$29.3K	0.03%	531
2018 Q3	$192K	Sell	20,671 -1,116	-5%	-$10.4K	0.03%	518
2018 Q2	$203K	Sell	21,787 -1,209	-5%	-$11.9K	0.04%	487
2018 Q1	$230K	Sell	22,996 -558	-2%	-$5.51K	0.04%	444
2017 Q4	$244K	Buy	+23,554	New	+$246K	0.04%	430

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

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

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

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

PCM

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

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

SeaCrest Wealth Management's JPC Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2022, closing a stake of 2,170 shares — an estimated $17K sold.

SeaCrest Wealth Management first reported a position in JPC in Q4 2017 and held it in 7 quarters. The position peaked at $244K in Q4 2017. 134 funds tracked by Wall St. Rank hold JPC as of Q3 2022.

SeaCrest Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,170 Nuveen Preferred & Income Opportunities Fund shares in Q3 2022, an estimated $17K.
SeaCrest Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $244K in Q4 2017.
134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.