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Stonebrook Private’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Stonebrook Private’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
2024
Q2 		– Sell
-19,421
Closed -$140K – 202
2024
Q1 		$140K Sell
19,421
-3,594
-16% -$25.5K 0.04% 205
2023
Q4 		$156K Buy
+23,015
New +$146K 0.05% 197

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stonebrook Private's JPC Position: Q2 2024 in Review

Stonebrook Private sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2024, closing a stake of 19,421 shares — an estimated $140K sold.

Stonebrook Private first reported a position in JPC in Q4 2023 and held it in 2 quarters. The position peaked at $156K in Q4 2023. 281 funds tracked by Wall St. Rank hold JPC as of Q2 2024.

  • Stonebrook Private reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Stonebrook Private sold 19,421 Nuveen Preferred & Income Opportunities Fund shares in Q2 2024, an estimated $140K.
  • Stonebrook Private first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 2 quarters.
  • Stonebrook Private's Nuveen Preferred & Income Opportunities Fund position peaked at $156K in Q4 2023.
  • 281 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2024.

Based on Stonebrook Private's 13F filing for Q2 2024, filed 6 Aug 2024.