SouthState Corp’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

SouthState Corp’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 Q1	–	Sell	-1,000	Closed	-$10K	–	342
2020 Q4	$10K	Hold	1,000	–	–	﹤0.01%	311
2020 Q3	$8K	Buy	+1,000	New	+$8.61K	﹤0.01%	316

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

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

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

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 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

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

SouthState Corp's JPC Position: Q1 2021 in Review

SouthState Corp sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2021, closing a stake of 1,000 shares — an estimated $10K sold.

SouthState Corp first reported a position in JPC in Q3 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 127 funds tracked by Wall St. Rank hold JPC as of Q1 2021.

SouthState Corp reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2021 after selling out during the quarter.
SouthState Corp sold 1,000 Nuveen Preferred & Income Opportunities Fund shares in Q1 2021, an estimated $10K.
SouthState Corp first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2020 and held it in 2 quarters.
SouthState Corp's Nuveen Preferred & Income Opportunities Fund position peaked at $10K in Q4 2020.
127 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2021.

Based on SouthState Corp's 13F filing for Q1 2021, filed 12 May 2021.