IAIM
JPT

International Assets Investment Management’s Nuveen Preferred and Income Fund JPT Stock Holding History

International Assets Investment Management’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
2023
Q1 		– Sell
-25,274
Closed -$469K – 1390
2022
Q4 		$469K Buy
+25,274
New +$449K 0.05% 366

Other funds holding JPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

International Assets Investment Management's JPT Position: Q1 2023 in Review

International Assets Investment Management sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2023, closing a stake of 25,274 shares — an estimated $469K sold.

International Assets Investment Management first reported a position in JPT in Q4 2022 and held it in 1 quarter. The position peaked at $469K in Q4 2022. 17 funds tracked by Wall St. Rank hold JPT as of Q1 2023.

  • International Assets Investment Management reported no remaining Nuveen Preferred and Income Fund position as of Q1 2023 after selling out during the quarter.
  • International Assets Investment Management sold 25,274 Nuveen Preferred and Income Fund shares in Q1 2023, an estimated $469K.
  • International Assets Investment Management first reported a position in Nuveen Preferred and Income Fund in Q4 2022 and held it in 1 quarter.
  • International Assets Investment Management's Nuveen Preferred and Income Fund position peaked at $469K in Q4 2022.
  • 17 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2023.

Based on International Assets Investment Management's 13F filing for Q1 2023, filed 19 Apr 2023.