Ladenburg Thalmann Financial Services’s Nuveen Preferred and Income Fund JPT Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$2.37M	Buy	93,906 +4,250	+5%	+$105K	0.01%	778
2019 Q3	$2.18M	Buy	89,656 +1,500	+2%	+$36.5K	0.02%	780
2019 Q2	$2.16M	Buy	88,156 +3,600	+4%	+$84.7K	0.02%	771
2019 Q1	$1.93M	Buy	84,556 +1,404	+2%	+$31.8K	0.01%	793
2018 Q4	$1.72M	Buy	83,152 +6,243	+8%	+$135K	0.02%	738
2018 Q3	$1.76M	Buy	76,909 +22,581	+42%	+$525K	0.01%	788
2018 Q2	$1.33M	Hold	54,328	–	–	0.01%	900
2018 Q1	$1.33M	Buy	54,328 +15,650	+40%	+$380K	0.01%	900
2017 Q4	$972K	Buy	38,678 +2,840	+8%	+$72.1K	0.01%	1094
2017 Q3	$914K	Buy	35,838 +33,838	+1,692%	+$855K	0.01%	1052
2017 Q2	$51K	Hold	2,000	–	–	﹤0.01%	3014
2017 Q1	$50K	Buy	+2,000	New	+$50.1K	﹤0.01%	2920

Other funds holding JPT

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Ladenburg Thalmann Financial Services's JPT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Nuveen Preferred and Income Fund (JPT) stake by 4.7% in Q4 2019, buying an estimated $105K and bringing the position to 93,906 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #778.

Ladenburg Thalmann Financial Services first reported a position in JPT in Q1 2017 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold JPT as of Q4 2019.

Ladenburg Thalmann Financial Services held 93,906 shares of Nuveen Preferred and Income Fund worth $2.37M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 4,250 Nuveen Preferred and Income Fund shares in Q4 2019, an estimated $105K.
Nuveen Preferred and Income Fund made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #778 holding.
Ladenburg Thalmann Financial Services first reported a position in Nuveen Preferred and Income Fund in Q1 2017 and has held it in 12 quarters since.
25 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.