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

CoreCap 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
2022 Q4	$10.1K	Buy	+570	New	+$10.1K	﹤0.01%	1537
2022 Q3	–	Sell	-570	Closed	-$11K	–	2259
2022 Q2	$11K	Buy	+570	New	+$11.4K	﹤0.01%	1466
2022 Q1	–	Sell	-570	Closed	-$14K	–	2254
2021 Q4	$14K	Buy	+570	New	+$14K	﹤0.01%	1450

Other funds holding JPT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

CoreCap Advisors's JPT Position: Q4 2022 in Review

CoreCap Advisors opened a new position in Nuveen Preferred and Income Fund (JPT) in Q4 2022: 570 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #1537 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in JPT as recently as Q2 2022.

CoreCap Advisors first reported a position in JPT in Q4 2021 and has held it in 3 quarters since. The position peaked at $14K in Q4 2021. 19 funds tracked by Wall St. Rank hold JPT as of Q4 2022.

CoreCap Advisors held 570 shares of Nuveen Preferred and Income Fund worth $10.1K as of Q4 2022.
Nuveen Preferred and Income Fund was a new CoreCap Advisors position in Q4 2022.
Nuveen Preferred and Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1537 holding.
CoreCap Advisors first reported a position in Nuveen Preferred and Income Fund in Q4 2021 and has held it in 3 quarters since.
CoreCap Advisors's Nuveen Preferred and Income Fund position peaked at $14K in Q4 2021.
19 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.