American Portfolios Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History

American Portfolios Advisors’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
2022 Q3	$62.4K	Hold	3,400	–	–	﹤0.01%	1579
2022 Q2	$64.6K	Hold	3,400	–	–	﹤0.01%	1626
2022 Q1	$73.1K	Hold	3,400	–	–	﹤0.01%	1698
2021 Q4	$83.5K	Hold	3,400	–	–	﹤0.01%	1602
2021 Q3	$84.7K	Sell	3,400 -400	-11%	-$10.1K	﹤0.01%	1522
2021 Q2	$95K	Hold	3,800	–	–	﹤0.01%	1443
2021 Q1	$93.1K	Hold	3,800	–	–	﹤0.01%	1346
2020 Q4	$92.5K	Hold	3,800	–	–	﹤0.01%	1190
2020 Q3	$87.1K	Hold	3,800	–	–	0.01%	1114
2020 Q2	$85.5K	Sell	3,800 -400	-10%	-$8.52K	0.01%	1053
2020 Q1	$80.3K	Hold	4,200	–	–	0.01%	964
2019 Q4	$106K	Hold	4,200	–	–	0.01%	1014
2019 Q3	$102K	Hold	4,200	–	–	0.01%	985
2019 Q2	$103K	Hold	4,200	–	–	0.01%	971
2019 Q1	$95.8K	Hold	4,200	–	–	0.01%	918
2018 Q4	$87.1K	Sell	4,200 -4,610	-52%	-$100K	0.01%	780
2018 Q3	$201K	Hold	8,810	–	–	0.02%	573
2018 Q2	$213K	Sell	8,810 -15	-0.2%	-$361	0.03%	521
2018 Q1	$216K	Hold	8,825	–	–	0.03%	482
2017 Q4	$222K	Buy	+8,825	New	+$224K	0.04%	466

Other funds holding JPT

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

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

American Portfolios Advisors's JPT Position: Q3 2022 in Review

American Portfolios Advisors held its Nuveen Preferred and Income Fund (JPT) position steady in Q3 2022 at 3,400 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

American Portfolios Advisors first reported a position in JPT in Q4 2017 and has held it in 20 quarters since. The position peaked at $222K in Q4 2017. 18 funds tracked by Wall St. Rank hold JPT as of Q3 2022.

American Portfolios Advisors held 3,400 shares of Nuveen Preferred and Income Fund worth $62.4K as of Q3 2022.
American Portfolios Advisors left its Nuveen Preferred and Income Fund share count unchanged in Q3 2022.
Nuveen Preferred and Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1579 holding.
American Portfolios Advisors first reported a position in Nuveen Preferred and Income Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Nuveen Preferred and Income Fund position peaked at $222K in Q4 2017.
18 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.