Janney Montgomery Scott’s Nuveen Preferred and Income Fund JPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-38,854
Closed -$610K 2801
2023
Q3
$610K Sell
38,854
-1,526
-4% -$24.4K ﹤0.01% 1635
2023
Q2
$651K Sell
40,380
-1,300
-3% -$20.7K ﹤0.01% 1676
2023
Q1
$688K Buy
41,680
+1,100
+3% +$20.1K ﹤0.01% 1537
2022
Q4
$718K Sell
40,580
-1,691
-4% -$30.1K ﹤0.01% 1547
2022
Q3
$776K Buy
42,271
+400
+1% +$7.75K ﹤0.01% 1436
2022
Q2
$796K Sell
41,871
-625
-1% -$12.5K ﹤0.01% 1357
2022
Q1
$914K Sell
42,496
-84,124
-66% -$1.93M ﹤0.01% 1298
2021
Q4
$3.11M Buy
126,620
+38,118
+43% +$939K 0.01% 791
2021
Q3
$2.21M Buy
88,502
+37,996
+75% +$955K 0.01% 900
2021
Q2
$1.26M Buy
50,506
+1,990
+4% +$49.2K 0.01% 1159
2021
Q1
$1.19M Buy
48,516
+6,196
+15% +$151K 0.01% 1114
2020
Q4
$1.03M Buy
42,320
+950
+2% +$22.4K 0.01% 1165
2020
Q3
$949K Hold
41,370
0.01% 1111
2020
Q2
$930K Sell
41,370
-960
-2% -$20.5K 0.01% 1067
2020
Q1
$809K Buy
42,330
+5,211
+14% +$123K 0.01% 1013
2019
Q4
$935K Buy
+37,119
New +$919K 0.01% 1126

Janney Montgomery Scott's JPT Position: Q4 2023 in Review

Janney Montgomery Scott sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2023, closing a stake of 38,854 shares — an estimated $610K sold.

Janney Montgomery Scott first reported a position in JPT in Q4 2019 and held it in 16 quarters. The position peaked at $3.11M in Q4 2021. 0 funds tracked by Wall St. Rank hold JPT as of Q4 2023.

  • Janney Montgomery Scott reported no remaining Nuveen Preferred and Income Fund position as of Q4 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 38,854 Nuveen Preferred and Income Fund shares in Q4 2023, an estimated $610K.
  • Janney Montgomery Scott first reported a position in Nuveen Preferred and Income Fund in Q4 2019 and held it in 16 quarters.
  • Janney Montgomery Scott's Nuveen Preferred and Income Fund position peaked at $3.11M in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2023.

Based on Janney Montgomery Scott's 13F filing for Q4 2023, filed 8 Feb 2024.