IE
JPT

Israel Englander’s Nuveen Preferred and Income Fund JPT Stock Holding History

Israel Englander’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
2019
Q2 		– Sell
-11,851
Closed -$270K – 4597
2019
Q1 		$270K Buy
+11,851
New +$268K ﹤0.01% 3603

Other funds holding JPT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCA
Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 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 27.61% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Israel Englander's JPT Position: Q2 2019 in Review

Israel Englander sold out of Nuveen Preferred and Income Fund (JPT) in Q2 2019, closing a stake of 11,851 shares — an estimated $270K sold.

Israel Englander first reported a position in JPT in Q1 2019 and held it in 1 quarter. The position peaked at $270K in Q1 2019. 24 funds tracked by Wall St. Rank hold JPT as of Q2 2019.

  • Israel Englander reported no remaining Nuveen Preferred and Income Fund position as of Q2 2019 after selling out during the quarter.
  • Israel Englander sold 11,851 Nuveen Preferred and Income Fund shares in Q2 2019, an estimated $270K.
  • Israel Englander first reported a position in Nuveen Preferred and Income Fund in Q1 2019 and held it in 1 quarter.
  • Israel Englander's Nuveen Preferred and Income Fund position peaked at $270K in Q1 2019.
  • 24 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q2 2019.

Based on Millennium Management's 13F filing for Q2 2019, filed 14 Aug 2019.