KWM
JPT

Kingsview Wealth Management’s Nuveen Preferred and Income Fund JPT Stock Holding History

Kingsview Wealth 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
2020
Q3 		– Sell
-24,398
Closed -$549K – 715
2020
Q2 		$549K Buy
+24,398
New +$520K 0.05% 311

Other funds holding JPT

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kingsview Wealth Management's JPT Position: Q3 2020 in Review

Kingsview Wealth Management sold out of Nuveen Preferred and Income Fund (JPT) in Q3 2020, closing a stake of 24,398 shares — an estimated $549K sold.

Kingsview Wealth Management first reported a position in JPT in Q2 2020 and held it in 1 quarter. The position peaked at $549K in Q2 2020. 23 funds tracked by Wall St. Rank hold JPT as of Q3 2020.

  • Kingsview Wealth Management reported no remaining Nuveen Preferred and Income Fund position as of Q3 2020 after selling out during the quarter.
  • Kingsview Wealth Management sold 24,398 Nuveen Preferred and Income Fund shares in Q3 2020, an estimated $549K.
  • Kingsview Wealth Management first reported a position in Nuveen Preferred and Income Fund in Q2 2020 and held it in 1 quarter.
  • Kingsview Wealth Management's Nuveen Preferred and Income Fund position peaked at $549K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q3 2020.

Based on Kingsview Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.