Brinker Capital Investments’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Brinker Capital Investments’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	–	Sell	-282,188	Closed	-$1.79M	–	1713
2023 Q3	$1.79M	Sell	282,188 -316,987	-53%	-$2.05M	0.02%	668
2023 Q2	$3.88M	Buy	599,175 +265,425	+80%	+$1.68M	0.04%	392
2023 Q1	$2.2M	Buy	333,750 +58,702	+21%	+$429K	0.03%	555
2022 Q4	$2M	Sell	275,048 -8,229	-3%	-$59.7K	0.04%	484
2022 Q3	$1.97M	Sell	283,277 -14,416	-5%	-$113K	0.04%	469
2022 Q2	$2.28M	Sell	297,693 -38,251	-11%	-$305K	0.04%	427
2022 Q1	$2.88M	Sell	335,944 -4,854	-1%	-$43.2K	0.04%	403
2021 Q4	$3.33M	Sell	340,798 -2,441	-0.7%	-$23.6K	0.05%	390
2021 Q3	$3.4M	Buy	343,239 +1,897	+0.6%	+$18.9K	0.05%	373
2021 Q2	$3.41M	Sell	341,342 -35,111	-9%	-$342K	0.05%	422
2021 Q1	$3.57M	Sell	376,453 -54,084	-13%	-$499K	0.05%	334
2020 Q4	$4.09M	Sell	430,537 -13,034	-3%	-$116K	0.06%	371
2020 Q3	$3.77M	Sell	443,571 -60,312	-12%	-$519K	0.06%	297
2020 Q2	$4.15M	Sell	503,883 -23,696	-4%	-$189K	0.17%	112
2020 Q1	$3.87M	Sell	527,579 -120,663	-19%	-$1.15M	0.18%	111
2019 Q4	$6.78M	Sell	648,242 -57,639	-8%	-$586K	0.23%	95
2019 Q3	$7.09M	Buy	705,881 +29,693	+4%	+$294K	0.25%	95
2019 Q2	$6.7M	Sell	676,188 -6,038	-0.9%	-$58.3K	0.21%	108
2019 Q1	$6.5M	Sell	682,226 -26,553	-4%	-$244K	0.21%	103
2018 Q4	$5.91M	Buy	708,779 +34,923	+5%	+$309K	0.21%	109
2018 Q3	$6.25M	Buy	673,856 +54,005	+9%	+$505K	0.19%	103
2018 Q2	$5.78M	Buy	619,851 +169,479	+38%	+$1.66M	0.18%	118
2018 Q1	$4.51M	Buy	450,372 +9,660	+2%	+$95.4K	0.15%	131
2017 Q4	$4.56M	Sell	440,712 -54,067	-11%	-$566K	0.15%	128
2017 Q3	$5.23M	Buy	494,779 +78,008	+19%	+$818K	0.19%	110
2017 Q2	$4.33M	Buy	+416,771	New	+$4.24M	0.16%	116

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

Brinker Capital Investments's JPC Position: Q4 2023 in Review

Brinker Capital Investments sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2023, closing a stake of 282,188 shares — an estimated $1.79M sold.

Brinker Capital Investments first reported a position in JPC in Q2 2017 and held it in 26 quarters. The position peaked at $7.09M in Q3 2019. 298 funds tracked by Wall St. Rank hold JPC as of Q4 2023.

Brinker Capital Investments reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Brinker Capital Investments sold 282,188 Nuveen Preferred & Income Opportunities Fund shares in Q4 2023, an estimated $1.79M.
Brinker Capital Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2017 and held it in 26 quarters.
Brinker Capital Investments's Nuveen Preferred & Income Opportunities Fund position peaked at $7.09M in Q3 2019.
298 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2023.

Based on Brinker Capital Investments's 13F filing for Q4 2023, filed 31 Jul 2025.