Benjamin F. Edwards & Company’s Nuveen Preferred and Income Fund JPT Stock Holding History

Benjamin F. Edwards & Company’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	–	Sell	-640	Closed	-$16K	–	2002
2019 Q2	$16K	Hold	640	–	–	﹤0.01%	1272
2019 Q1	$15K	Hold	640	–	–	﹤0.01%	1224
2018 Q4	$13K	Hold	640	–	–	﹤0.01%	1222
2018 Q3	$15K	Hold	640	–	–	﹤0.01%	1175
2018 Q2	$15K	Hold	640	–	–	﹤0.01%	1178
2018 Q1	$16K	Buy	+640	New	+$15.5K	﹤0.01%	1146

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

Benjamin F. Edwards & Company's JPT Position: Q3 2019 in Review

Benjamin F. Edwards & Company sold out of Nuveen Preferred and Income Fund (JPT) in Q3 2019, closing a stake of 640 shares — an estimated $16K sold.

Benjamin F. Edwards & Company first reported a position in JPT in Q1 2018 and held it in 6 quarters. The position peaked at $16K in Q2 2019. 21 funds tracked by Wall St. Rank hold JPT as of Q3 2019.

Benjamin F. Edwards & Company reported no remaining Nuveen Preferred and Income Fund position as of Q3 2019 after selling out during the quarter.
Benjamin F. Edwards & Company sold 640 Nuveen Preferred and Income Fund shares in Q3 2019, an estimated $16K.
Benjamin F. Edwards & Company first reported a position in Nuveen Preferred and Income Fund in Q1 2018 and held it in 6 quarters.
Benjamin F. Edwards & Company's Nuveen Preferred and Income Fund position peaked at $16K in Q2 2019.
21 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q3 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2019, filed 5 Nov 2019.