Advisor Group’s Nuveen Preferred and Income Fund JPT Stock Holding History

Advisor Group’s Portfolio JPT Stock Details JPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$25K	Hold	1,000	–	–	﹤0.01%	3850
2019 Q3	$24K	Hold	1,000	–	–	﹤0.01%	3851
2019 Q2	$24K	Hold	1,000	–	–	﹤0.01%	3879
2019 Q1	$23K	Hold	1,000	–	–	﹤0.01%	3915
2018 Q4	$21K	Hold	1,000	–	–	﹤0.01%	3787
2018 Q3	$23K	Hold	1,000	–	–	﹤0.01%	3801
2018 Q2	$24K	Buy	+1,000	New	+$24.1K	﹤0.01%	3616

Other funds holding JPT

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

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

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's JPT Position: Q4 2019 in Review

Advisor Group held its Nuveen Preferred and Income Fund (JPT) position steady in Q4 2019 at 1,000 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

Advisor Group first reported a position in JPT in Q2 2018 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold JPT as of Q4 2019.

Advisor Group held 1,000 shares of Nuveen Preferred and Income Fund worth $25K as of Q4 2019.
Advisor Group left its Nuveen Preferred and Income Fund share count unchanged in Q4 2019.
Nuveen Preferred and Income Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3850 holding.
Advisor Group first reported a position in Nuveen Preferred and Income Fund in Q2 2018 and has held it in 7 quarters since.
25 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.