Advisory Services Network’s Nuveen Preferred and Income Fund JPT Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-4,565	Closed	-$104K	–	2950
2019 Q1	$104K	Sell	4,565 -3,235	-41%	-$73.2K	0.01%	976
2018 Q4	$162K	Buy	7,800 +2,000	+34%	+$43.4K	0.01%	760
2018 Q3	$133K	Buy	+5,800	New	+$135K	0.01%	876
2018 Q1	–	Sell	-8,600	Closed	-$209K	–	2744
2017 Q4	$216K	Hold	8,600	–	–	0.02%	747
2017 Q3	$219K	Buy	8,600 +4,000	+87%	+$101K	0.03%	635
2017 Q2	$117K	Buy	+4,600	New	+$116K	0.02%	794

Other funds holding JPT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LTFS

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GIP

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Advisory Services Network's JPT Position: Q2 2019 in Review

Advisory Services Network sold out of Nuveen Preferred and Income Fund (JPT) in Q2 2019, closing a stake of 4,565 shares — an estimated $104K sold.

Advisory Services Network first reported a position in JPT in Q2 2017 and held it in 6 quarters. The position peaked at $219K in Q3 2017. 24 funds tracked by Wall St. Rank hold JPT as of Q2 2019.

Advisory Services Network reported no remaining Nuveen Preferred and Income Fund position as of Q2 2019 after selling out during the quarter.
Advisory Services Network sold 4,565 Nuveen Preferred and Income Fund shares in Q2 2019, an estimated $104K.
Advisory Services Network first reported a position in Nuveen Preferred and Income Fund in Q2 2017 and held it in 6 quarters.
Advisory Services Network's Nuveen Preferred and Income Fund position peaked at $219K in Q3 2017.
24 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q2 2019.

Based on Advisory Services Network's 13F filing for Q2 2019, filed 1 Aug 2019.