SignalPoint Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

SignalPoint Asset 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 Q4	–	Sell	-10,523	Closed	-$73K	–	222
2022 Q3	$73K	Buy	10,523 +134	+1%	+$1.05K	0.03%	202
2022 Q2	$79K	Buy	10,389 +127	+1%	+$1.01K	0.03%	207
2022 Q1	$88K	Buy	10,262 +112	+1%	+$996	0.03%	225
2021 Q4	$99K	Buy	10,150 +108	+1%	+$1.04K	0.03%	235
2021 Q3	$99K	Buy	+10,042	New	+$100K	0.03%	224

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

SignalPoint Asset Management's JPC Position: Q4 2022 in Review

SignalPoint Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2022, closing a stake of 10,523 shares — an estimated $73K sold.

SignalPoint Asset Management first reported a position in JPC in Q3 2021 and held it in 5 quarters. The position peaked at $99K in Q4 2021. 137 funds tracked by Wall St. Rank hold JPC as of Q4 2022.

SignalPoint Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
SignalPoint Asset Management sold 10,523 Nuveen Preferred & Income Opportunities Fund shares in Q4 2022, an estimated $73K.
SignalPoint Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2021 and held it in 5 quarters.
SignalPoint Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $99K in Q4 2021.
137 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2022.

Based on SignalPoint Asset Management's 13F filing for Q4 2022, filed 27 Jan 2023.