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

Veritable’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
2023 Q3	–	Sell	-25,000	Closed	-$162K	–	434
2023 Q2	$162K	Hold	25,000	–	–	﹤0.01%	865
2023 Q1	$165K	Hold	25,000	–	–	﹤0.01%	865
2022 Q4	$182K	Buy	+25,000	New	+$181K	﹤0.01%	829
2020 Q1	–	Sell	-75,000	Closed	-$784K	–	784
2019 Q4	$784K	Buy	+75,000	New	+$762K	0.01%	418
2019 Q3	–	Sell	-75,000	Closed	-$743K	–	812
2019 Q2	$743K	Buy	+75,000	New	+$724K	0.01%	410
2018 Q1	–	Sell	-75,000	Closed	-$776K	–	815
2017 Q4	$776K	Buy	+75,000	New	+$785K	0.02%	392
2015 Q1	–	Sell	-72,862	Closed	-$697K	–	955
2014 Q4	$697K	Buy	+72,862	New	+$679K	0.01%	502
2013 Q4	–	Sell	-72,862	Closed	-$632K	–	1001
2013 Q3	$632K	Buy	+72,862	New	+$656K	0.01%	505

Other funds holding JPC

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Veritable's JPC Position: Q3 2023 in Review

Veritable sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2023, closing a stake of 25,000 shares — an estimated $162K sold.

Veritable first reported a position in JPC in Q3 2013 and held it in 8 quarters. The position peaked at $784K in Q4 2019. 140 funds tracked by Wall St. Rank hold JPC as of Q3 2023.

Veritable reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2023 after selling out during the quarter.
Veritable sold 25,000 Nuveen Preferred & Income Opportunities Fund shares in Q3 2023, an estimated $162K.
Veritable first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2013 and held it in 8 quarters.
Veritable's Nuveen Preferred & Income Opportunities Fund position peaked at $784K in Q4 2019.
140 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.