Sonora Investment Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Sonora Investment Management’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$11K	Hold	430	–	–	﹤0.01%	756
2021 Q2	$11K	Hold	430	–	–	﹤0.01%	695
2021 Q1	$11K	Hold	430	–	–	﹤0.01%	1205
2020 Q4	$11K	Hold	430	–	–	﹤0.01%	1167
2020 Q3	$9K	Hold	430	–	–	﹤0.01%	1259
2020 Q2	$10K	Hold	430	–	–	﹤0.01%	1108
2020 Q1	$8K	Hold	430	–	–	﹤0.01%	1145
2019 Q4	$11K	Buy	+430	New	+$10.8K	﹤0.01%	1129

Other funds holding JPI

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Sonora Investment Management's JPI Position: Q3 2021 in Review

Sonora Investment Management held its Nuveen Preferred Securities & Income Opportunities Fund (JPI) position steady in Q3 2021 at 430 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Sonora Investment Management first reported a position in JPI in Q4 2019 and has held it in 8 quarters since. 61 funds tracked by Wall St. Rank hold JPI as of Q3 2021.

Sonora Investment Management held 430 shares of Nuveen Preferred Securities & Income Opportunities Fund worth $11K as of Q3 2021.
Sonora Investment Management left its Nuveen Preferred Securities & Income Opportunities Fund share count unchanged in Q3 2021.
Nuveen Preferred Securities & Income Opportunities Fund made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #756 holding.
Sonora Investment Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2019 and has held it in 8 quarters since.
61 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.