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

Winfield Associates’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
2020 Q3	–	Sell	-22,503	Closed	-$185K	–	133
2020 Q2	$185K	Sell	22,503 -1,160	-5%	-$9.26K	0.09%	117
2020 Q1	$174K	Sell	23,663 -1,700	-7%	-$16.1K	0.11%	108
2019 Q4	$265K	Sell	25,363 -500	-2%	-$5.08K	0.12%	112
2019 Q3	$260K	Buy	+25,863	New	+$256K	0.13%	112
2018 Q1	–	Sell	-793	Closed	-$9K	–	388
2017 Q4	$9K	Hold	793	–	–	﹤0.01%	439
2017 Q3	$8K	Hold	793	–	–	﹤0.01%	435
2017 Q2	$8K	Hold	793	–	–	﹤0.01%	438
2017 Q1	$8K	Hold	793	–	–	﹤0.01%	413
2016 Q4	$8K	Hold	793	–	–	﹤0.01%	374
2016 Q3	$8K	Hold	793	–	–	0.01%	355
2016 Q2	$8K	Buy	+793	New	+$7.84K	0.01%	352

Other funds holding JPC

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

RJA

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Winfield Associates's JPC Position: Q3 2020 in Review

Winfield Associates sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2020, closing a stake of 22,503 shares — an estimated $185K sold.

Winfield Associates first reported a position in JPC in Q2 2016 and held it in 11 quarters. The position peaked at $265K in Q4 2019. 116 funds tracked by Wall St. Rank hold JPC as of Q3 2020.

Winfield Associates reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2020 after selling out during the quarter.
Winfield Associates sold 22,503 Nuveen Preferred & Income Opportunities Fund shares in Q3 2020, an estimated $185K.
Winfield Associates first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and held it in 11 quarters.
Winfield Associates's Nuveen Preferred & Income Opportunities Fund position peaked at $265K in Q4 2019.
116 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2020.

Based on Winfield Associates's 13F filing for Q3 2020, filed 14 Oct 2020.