CFG
JPT

Citizens Financial Group’s Nuveen Preferred and Income Fund JPT Stock Holding History

Citizens Financial Group’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
2020
Q1 		– Sell
-1,638
Closed -$41K – 1252
2019
Q4 		$41K Buy
+1,638
New +$40.5K ﹤0.01% 478

Other funds holding JPT

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citizens Financial Group's JPT Position: Q1 2020 in Review

Citizens Financial Group sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2020, closing a stake of 1,638 shares — an estimated $41K sold.

Citizens Financial Group first reported a position in JPT in Q4 2019 and held it in 1 quarter. The position peaked at $41K in Q4 2019. 25 funds tracked by Wall St. Rank hold JPT as of Q1 2020.

  • Citizens Financial Group reported no remaining Nuveen Preferred and Income Fund position as of Q1 2020 after selling out during the quarter.
  • Citizens Financial Group sold 1,638 Nuveen Preferred and Income Fund shares in Q1 2020, an estimated $41K.
  • Citizens Financial Group first reported a position in Nuveen Preferred and Income Fund in Q4 2019 and held it in 1 quarter.
  • Citizens Financial Group's Nuveen Preferred and Income Fund position peaked at $41K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2020.

Based on Citizens Financial Group's 13F filing for Q1 2020, filed 8 May 2020.