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Sittner & Nelson’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Sittner & Nelson’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
Q2 		– Sell
-83
Closed -$1K – 401
2021
Q1 		$1K Buy
+83
New +$765 ﹤0.01% 386

Other funds holding JPC

BI
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Sittner & Nelson's JPC Position: Q2 2021 in Review

Sittner & Nelson sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2021, closing a stake of 83 shares — an estimated $1K sold.

Sittner & Nelson first reported a position in JPC in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 124 funds tracked by Wall St. Rank hold JPC as of Q2 2021.

  • Sittner & Nelson reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Sittner & Nelson sold 83 Nuveen Preferred & Income Opportunities Fund shares in Q2 2021, an estimated $1K.
  • Sittner & Nelson first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2021 and held it in 1 quarter.
  • Sittner & Nelson's Nuveen Preferred & Income Opportunities Fund position peaked at $1K in Q1 2021.
  • 124 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2021.

Based on Sittner & Nelson's 13F filing for Q2 2021, filed 12 Aug 2021.