Citigroup’s Nuveen Preferred and Income Fund JPT Stock Holding History

Citigroup’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	-418	Closed	-$10K	–	7888
2019 Q1	$10K	Buy	+418	New	+$9.46K	﹤0.01%	7260
2018 Q4	–	Sell	-380	Closed	-$9K	–	7881
2018 Q3	$9K	Buy	+380	New	+$8.84K	﹤0.01%	7393

Other funds holding JPT

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

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

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

LTFS

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

GIP

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Citigroup's JPT Position: Q2 2019 in Review

Citigroup sold out of Nuveen Preferred and Income Fund (JPT) in Q2 2019, closing a stake of 418 shares — an estimated $10K sold.

Citigroup first reported a position in JPT in Q3 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 24 funds tracked by Wall St. Rank hold JPT as of Q2 2019.

Citigroup reported no remaining Nuveen Preferred and Income Fund position as of Q2 2019 after selling out during the quarter.
Citigroup sold 418 Nuveen Preferred and Income Fund shares in Q2 2019, an estimated $10K.
Citigroup first reported a position in Nuveen Preferred and Income Fund in Q3 2018 and held it in 2 quarters.
Citigroup's Nuveen Preferred and Income Fund position peaked at $10K in Q1 2019.
24 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q2 2019.

Based on Citigroup's 13F filing for Q2 2019, filed 12 Aug 2019.