HCA
JPT

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

Harbour 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
2018
Q1 		– Sell
-8,450
Closed -$212K – 280
2017
Q4 		$212K Sell
8,450
-2,050
-20% -$52K 0.09% 236
2017
Q3 		$268K Sell
10,500
-900
-8% -$22.7K 0.12% 201
2017
Q2 		$289K Sell
11,400
-600
-5% -$15.1K 0.14% 180
2017
Q1 		$301K Buy
+12,000
New +$301K 0.14% 177

Other funds holding JPT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Harbour Capital Advisors's JPT Position: Q1 2018 in Review

Harbour Capital Advisors sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2018, closing a stake of 8,450 shares — an estimated $212K sold.

Harbour Capital Advisors first reported a position in JPT in Q1 2017 and held it in 4 quarters. The position peaked at $301K in Q1 2017. 18 funds tracked by Wall St. Rank hold JPT as of Q1 2018.

  • Harbour Capital Advisors reported no remaining Nuveen Preferred and Income Fund position as of Q1 2018 after selling out during the quarter.
  • Harbour Capital Advisors sold 8,450 Nuveen Preferred and Income Fund shares in Q1 2018, an estimated $212K.
  • Harbour Capital Advisors first reported a position in Nuveen Preferred and Income Fund in Q1 2017 and held it in 4 quarters.
  • Harbour Capital Advisors's Nuveen Preferred and Income Fund position peaked at $301K in Q1 2017.
  • 18 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2018.

Based on Harbour Capital Advisors's 13F filing for Q1 2018, filed 18 Apr 2018.