DADC
JPT

D.A. Davidson & Co’s Nuveen Preferred and Income Fund JPT Stock Holding History

D.A. Davidson & Co’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
2017
Q3 		– Sell
-1,000
Closed -$25K – 2083
2017
Q2 		$25K Buy
+1,000
New +$25.2K ﹤0.01% 1760

Other funds holding JPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

D.A. Davidson & Co's JPT Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Nuveen Preferred and Income Fund (JPT) in Q3 2017, closing a stake of 1,000 shares — an estimated $25K sold.

D.A. Davidson & Co first reported a position in JPT in Q2 2017 and held it in 1 quarter. The position peaked at $25K in Q2 2017. 18 funds tracked by Wall St. Rank hold JPT as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Nuveen Preferred and Income Fund position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,000 Nuveen Preferred and Income Fund shares in Q3 2017, an estimated $25K.
  • D.A. Davidson & Co first reported a position in Nuveen Preferred and Income Fund in Q2 2017 and held it in 1 quarter.
  • D.A. Davidson & Co's Nuveen Preferred and Income Fund position peaked at $25K in Q2 2017.
  • 18 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.