ASN
JPT

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 – 2963
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
Q2 		– Hold
0
– – – 2752
2018
Q1 		– Sell
-8,600
Closed -$209K – 2754
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return