YCM
JPI

Yakira Capital Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Yakira Capital Management’s Portfolio JPI Stock Details JPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-55,942
Closed -$1.09M – 270
2024
Q2 		$1.09M Buy
55,942
+41,691
+293% +$798K 0.4% 68
2024
Q1 		$274K Buy
+14,251
New +$267K 0.08% 120

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Yakira Capital Management's JPI Position: Q3 2024 in Review

Yakira Capital Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2024, closing a stake of 55,942 shares — an estimated $1.09M sold.

Yakira Capital Management first reported a position in JPI in Q1 2024 and held it in 2 quarters. The position peaked at $1.09M in Q2 2024. 49 funds tracked by Wall St. Rank hold JPI as of Q3 2024.

  • Yakira Capital Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Yakira Capital Management sold 55,942 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2024, an estimated $1.09M.
  • Yakira Capital Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2024 and held it in 2 quarters.
  • Yakira Capital Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $1.09M in Q2 2024.
  • 49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2024.

Based on Yakira Capital Management's 13F filing for Q3 2024, filed 13 Nov 2024.