BCA
JPT

Biltmore Capital Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History

Biltmore Capital 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
2019
Q3 		– Sell
-96,675
Closed -$2.37M – 81
2019
Q2 		$2.37M Buy
96,675
+18,850
+24% +$444K 0.69% 27
2019
Q1 		$1.77M Buy
+77,825
New +$1.76M 0.58% 28

Other funds holding JPT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Biltmore Capital Advisors's JPT Position: Q3 2019 in Review

Biltmore Capital Advisors sold out of Nuveen Preferred and Income Fund (JPT) in Q3 2019, closing a stake of 96,675 shares — an estimated $2.37M sold.

Biltmore Capital Advisors first reported a position in JPT in Q1 2019 and held it in 2 quarters. The position peaked at $2.37M in Q2 2019. 21 funds tracked by Wall St. Rank hold JPT as of Q3 2019.

  • Biltmore Capital Advisors reported no remaining Nuveen Preferred and Income Fund position as of Q3 2019 after selling out during the quarter.
  • Biltmore Capital Advisors sold 96,675 Nuveen Preferred and Income Fund shares in Q3 2019, an estimated $2.37M.
  • Biltmore Capital Advisors first reported a position in Nuveen Preferred and Income Fund in Q1 2019 and held it in 2 quarters.
  • Biltmore Capital Advisors's Nuveen Preferred and Income Fund position peaked at $2.37M in Q2 2019.
  • 21 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q3 2019.

Based on Biltmore Capital Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.