William Blair & Company’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

William Blair & Company’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
2018 Q4	–	Sell	-35,086	Closed	-$325K	–	1732
2018 Q3	$325K	Hold	35,086	–	–	﹤0.01%	1110
2018 Q2	$327K	Buy	+35,086	New	+$344K	﹤0.01%	1081
2017 Q4	–	Sell	-25,160	Closed	-$266K	–	1407
2017 Q3	$266K	Buy	+25,160	New	+$264K	﹤0.01%	1157
2016 Q4	–	Sell	-11,436	Closed	-$115K	–	1434
2016 Q3	$115K	Sell	11,436 -625	-5%	-$6.43K	﹤0.01%	1223
2016 Q2	$121K	Buy	+12,061	New	+$119K	﹤0.01%	1160

Other funds holding JPC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BCI

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

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

William Blair & Company's JPC Position: Q4 2018 in Review

William Blair & Company sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2018, closing a stake of 35,086 shares — an estimated $325K sold.

William Blair & Company first reported a position in JPC in Q2 2016 and held it in 5 quarters. The position peaked at $327K in Q2 2018. 124 funds tracked by Wall St. Rank hold JPC as of Q4 2018.

William Blair & Company reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2018 after selling out during the quarter.
William Blair & Company sold 35,086 Nuveen Preferred & Income Opportunities Fund shares in Q4 2018, an estimated $325K.
William Blair & Company first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2016 and held it in 5 quarters.
William Blair & Company's Nuveen Preferred & Income Opportunities Fund position peaked at $327K in Q2 2018.
124 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2018.

Based on William Blair & Company's 13F filing for Q4 2018, filed 14 Feb 2019.