BB&T Securities’s Nuveen Preferred and Income Fund JPT Stock Holding History

BB&T Securities’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 Q3	$369K	Hold	15,222	–	–	﹤0.01%	1228
2019 Q2	$372K	Buy	15,222 +1,035	+7%	+$24.4K	﹤0.01%	1227
2019 Q1	$323K	Buy	14,187 +2,100	+17%	+$47.5K	﹤0.01%	1256
2018 Q4	$250K	Buy	12,087 +6	+0%	+$130	﹤0.01%	1269
2018 Q3	$276K	Sell	12,081 -350	-3%	-$8.14K	﹤0.01%	1355
2018 Q2	$300K	Buy	12,431 +100	+0.8%	+$2.41K	﹤0.01%	1280
2018 Q1	$301K	Buy	12,331 +1,100	+10%	+$26.7K	﹤0.01%	1239
2017 Q4	$282K	Buy	+11,231	New	+$285K	﹤0.01%	1210

Other funds holding JPT

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

LTFS

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

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

IWC

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

GIP

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

BB&T Securities's JPT Position: Q3 2019 in Review

BB&T Securities held its Nuveen Preferred and Income Fund (JPT) position steady in Q3 2019 at 15,222 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

BB&T Securities first reported a position in JPT in Q4 2017 and has held it in 8 quarters since. The position peaked at $372K in Q2 2019. 21 funds tracked by Wall St. Rank hold JPT as of Q3 2019.

BB&T Securities held 15,222 shares of Nuveen Preferred and Income Fund worth $369K as of Q3 2019.
BB&T Securities left its Nuveen Preferred and Income Fund share count unchanged in Q3 2019.
Nuveen Preferred and Income Fund made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1228 holding.
BB&T Securities first reported a position in Nuveen Preferred and Income Fund in Q4 2017 and has held it in 8 quarters since.
BB&T Securities's Nuveen Preferred and Income Fund position peaked at $372K in Q2 2019.
21 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.