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Winslow Evans & Crocker’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Winslow Evans & Crocker’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
Q4 		$110K Buy
11,626
+2,058
+22% +$18.3K 0.02% 421
2020
Q3 		$81K Hold
9,568
– – 0.02% 384
2020
Q2 		$79K Sell
9,568
-2,608
-21% -$20.8K 0.02% 393
2020
Q1 		$90K Hold
12,176
– – 0.03% 341
2019
Q4 		$128K Hold
12,176
– – 0.03% 355
2019
Q3 		$124K Hold
12,176
– – 0.03% 355
2019
Q2 		$122K Sell
12,176
-664
-5% -$6.41K 0.03% 360
2019
Q1 		$124K Hold
12,840
– – 0.04% 344
2018
Q4 		$108K Hold
12,840
– – 0.04% 344
2018
Q3 		$120K Sell
12,840
-2,056
-14% -$19.2K 0.04% 344
2018
Q2 		$140K Hold
14,896
– – 0.04% 313
2018
Q1 		$149K Sell
14,896
-1,158
-7% -$11.4K 0.05% 297
2017
Q4 		$166K Sell
16,054
-3,246
-17% -$34K 0.05% 290
2017
Q3 		$204K Sell
19,300
-2,806
-13% -$29.4K 0.07% 247
2017
Q2 		$230K Sell
22,106
-2,070
-9% -$21K 0.06% 295
2017
Q1 		$237K Sell
24,176
-808
-3% -$7.98K 0.07% 273
2016
Q4 		$246K Sell
24,984
-3,202
-11% -$30.7K 0.08% 260
2016
Q3 		$282K Hold
28,186
– – 0.08% 246
2016
Q2 		$282K Sell
28,186
-3,343
-11% -$33.1K 0.08% 227
2016
Q1 		$295K Sell
31,529
-15,467
-33% -$143K 0.09% 209
2015
Q4 		$430K Sell
46,996
-2,414
-5% -$22.1K 0.12% 176
2015
Q3 		$444K Buy
49,410
+19,744
+67% +$181K 0.14% 153
2015
Q2 		$272K Sell
29,666
-2,220
-7% -$21.2K 0.08% 253
2015
Q1 		$304K Hold
31,886
– – 0.09% 238
2014
Q4 		$305K Buy
31,886
+224
+0.7% +$2.09K 0.09% 231
2014
Q3 		$291K Hold
31,662
– – 0.08% 246
2014
Q2 		$307K Sell
31,662
-950
-3% -$9.04K 0.1% 210
2014
Q1 		$303K Buy
32,612
+3,457
+12% +$31.5K 0.1% 214
2013
Q4 		$259K Buy
+29,155
New +$254K 0.09% 239

Other funds holding JPC

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.07B AUM 40.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Winslow Evans & Crocker's JPC Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 22% in Q4 2020, buying an estimated $18.3K and bringing the position to 11,626 shares worth $110K. The position accounts for 0.02% of the portfolio, ranked #421.

Winslow Evans & Crocker first reported a position in JPC in Q4 2013 and has held it in 29 quarters since. The position peaked at $444K in Q3 2015. 130 funds tracked by Wall St. Rank hold JPC as of Q4 2020.

  • Winslow Evans & Crocker held 11,626 shares of Nuveen Preferred & Income Opportunities Fund worth $110K as of Q4 2020.
  • Winslow Evans & Crocker bought 2,058 Nuveen Preferred & Income Opportunities Fund shares in Q4 2020, an estimated $18.3K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #421 holding.
  • Winslow Evans & Crocker first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's Nuveen Preferred & Income Opportunities Fund position peaked at $444K in Q3 2015.
  • 130 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.