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United Capital Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

United Capital Financial Advisors’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
Q3 		– Sell
-13,541
Closed -$104K – 1118
2022
Q2 		$104K Hold
13,541
– – ﹤0.01% 1087
2022
Q1 		$116K Hold
13,541
– – ﹤0.01% 1131
2021
Q4 		$132K Sell
13,541
-13,919
-51% -$135K ﹤0.01% 1172
2021
Q3 		$272K Buy
27,460
+9,062
+49% +$90.4K ﹤0.01% 1049
2021
Q2 		$184K Sell
18,398
-1,489
-7% -$14.5K ﹤0.01% 1180
2021
Q1 		$189K Sell
19,887
-955
-5% -$8.8K ﹤0.01% 1134
2020
Q4 		$198K Sell
20,842
-2,000
-9% -$17.8K ﹤0.01% 1132
2020
Q3 		$194K Buy
22,842
+2,000
+10% +$17.2K ﹤0.01% 1079
2020
Q2 		$172K Sell
20,842
-4,538
-18% -$36.2K ﹤0.01% 1114
2020
Q1 		$186K Sell
25,380
-1,310
-5% -$12.4K ﹤0.01% 1080
2019
Q4 		$279K Sell
26,690
-1,148
-4% -$11.7K ﹤0.01% 1167
2019
Q3 		$280K Sell
27,838
-2,056
-7% -$20.3K ﹤0.01% 1097
2019
Q2 		$296K Sell
29,894
-6,264
-17% -$60.4K ﹤0.01% 1218
2019
Q1 		$345K Sell
36,158
-11,804
-25% -$109K ﹤0.01% 1085
2018
Q4 		$400K Sell
47,962
-131,908
-73% -$1.17M ﹤0.01% 975
2018
Q3 		$1.67M Sell
179,870
-214,603
-54% -$2.01M 0.01% 649
2018
Q2 		$3.68M Sell
394,473
-21,142
-5% -$207K 0.03% 470
2018
Q1 		$4.16M Buy
415,615
+29,060
+8% +$287K 0.03% 439
2017
Q4 		$4M Buy
386,555
+28,068
+8% +$294K 0.03% 451
2017
Q3 		$3.79M Buy
358,487
+20,938
+6% +$220K 0.03% 436
2017
Q2 		$3.51M Buy
337,549
+21,271
+7% +$216K 0.03% 444
2017
Q1 		$3.1M Buy
316,278
+47,297
+18% +$467K 0.03% 459
2016
Q4 		$2.65M Buy
268,981
+20,387
+8% +$195K 0.03% 504
2016
Q3 		$2.49M Buy
248,594
+104,711
+73% +$1.08M 0.02% 535
2016
Q2 		$1.44M Sell
143,883
-19,531
-12% -$193K 0.01% 635
2016
Q1 		$1.53M Buy
163,414
+560
+0.3% +$5.18K 0.02% 593
2015
Q4 		$1.49M Sell
162,854
-1,378
-0.8% -$12.6K 0.02% 603
2015
Q3 		$1.48M Sell
164,232
-8,092
-5% -$74.2K 0.02% 590
2015
Q2 		$1.58M Buy
172,324
+133,125
+340% +$1.27M 0.02% 630
2015
Q1 		$380K Buy
39,199
+19,110
+95% +$182K ﹤0.01% 1007
2014
Q4 		$192K Sell
20,089
-1,257
-6% -$11.7K ﹤0.01% 1104
2014
Q3 		$196K Buy
+21,346
New +$201K ﹤0.01% 1050

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cohen & Steers
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

United Capital Financial Advisors's JPC Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2022, closing a stake of 13,541 shares — an estimated $104K sold.

United Capital Financial Advisors first reported a position in JPC in Q3 2014 and held it in 32 quarters. The position peaked at $4.16M in Q1 2018. 134 funds tracked by Wall St. Rank hold JPC as of Q3 2022.

  • United Capital Financial Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,541 Nuveen Preferred & Income Opportunities Fund shares in Q3 2022, an estimated $104K.
  • United Capital Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2014 and held it in 32 quarters.
  • United Capital Financial Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $4.16M in Q1 2018.
  • 134 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.