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

Bartlett & Co’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 Q4	$23K	Buy	+3,419	New	+$21.7K	﹤0.01%	856

Other funds holding JPC

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

RCM

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

SIA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

RJA

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

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

PCM

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

Bartlett & Co's JPC Position: Q4 2023 in Review

Bartlett & Co opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2023: 3,419 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #856 among its holdings.

298 funds tracked by Wall St. Rank hold JPC as of Q4 2023.

Bartlett & Co held 3,419 shares of Nuveen Preferred & Income Opportunities Fund worth $23K as of Q4 2023.
Nuveen Preferred & Income Opportunities Fund was a new Bartlett & Co position in Q4 2023.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #856 holding.
298 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.