Woodline Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Woodline Partners’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	-89,312	Closed	-$565K	–	570
2023 Q3	$565K	Sell	89,312 -177,839	-67%	-$1.15M	0.01%	487
2023 Q2	$1.73M	Buy	267,151 +34,501	+15%	+$219K	0.02%	447
2023 Q1	$1.53M	Buy	+232,650	New	+$1.7M	0.02%	445

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

Woodline Partners's JPC Position: Q4 2023 in Review

Woodline Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2023, closing a stake of 89,312 shares — an estimated $565K sold.

Woodline Partners first reported a position in JPC in Q1 2023 and held it in 3 quarters. The position peaked at $1.73M in Q2 2023. 298 funds tracked by Wall St. Rank hold JPC as of Q4 2023.

Woodline Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Woodline Partners sold 89,312 Nuveen Preferred & Income Opportunities Fund shares in Q4 2023, an estimated $565K.
Woodline Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2023 and held it in 3 quarters.
Woodline Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $1.73M in Q2 2023.
298 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2023.

Based on Woodline Partners's 13F filing for Q4 2023, filed 14 Feb 2024.