LPL Financial’s Nuveen Preferred and Income Fund JPT Stock Holding History

LPL Financial’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 Q1	–	Sell	-9,000	Closed	-$227K	–	3459
2019 Q4	$227K	Buy	+9,000	New	+$223K	﹤0.01%	3003
2018 Q1	–	Sell	-8,000	Closed	-$201K	–	3269
2017 Q4	$201K	Hold	8,000	–	–	﹤0.01%	2821
2017 Q3	$204K	Buy	+8,000	New	+$202K	﹤0.01%	2659

Other funds holding JPT

IWC

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

GIP

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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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

LPL Financial's JPT Position: Q1 2020 in Review

LPL Financial sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2020, closing a stake of 9,000 shares — an estimated $227K sold.

LPL Financial first reported a position in JPT in Q3 2017 and held it in 3 quarters. The position peaked at $227K in Q4 2019. 25 funds tracked by Wall St. Rank hold JPT as of Q1 2020.

LPL Financial reported no remaining Nuveen Preferred and Income Fund position as of Q1 2020 after selling out during the quarter.
LPL Financial sold 9,000 Nuveen Preferred and Income Fund shares in Q1 2020, an estimated $227K.
LPL Financial first reported a position in Nuveen Preferred and Income Fund in Q3 2017 and held it in 3 quarters.
LPL Financial's Nuveen Preferred and Income Fund position peaked at $227K in Q4 2019.
25 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.