MA
JPT

MKT Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History

MKT Advisors’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
2022
Q1 		– Sell
-5,675
Closed -$136K – 155
2021
Q4 		$136K Buy
+5,675
New +$140K 0.11% 141

Other funds holding JPT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

MKT Advisors's JPT Position: Q1 2022 in Review

MKT Advisors sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2022, closing a stake of 5,675 shares — an estimated $136K sold.

MKT Advisors first reported a position in JPT in Q4 2021 and held it in 1 quarter. The position peaked at $136K in Q4 2021. 20 funds tracked by Wall St. Rank hold JPT as of Q1 2022.

  • MKT Advisors reported no remaining Nuveen Preferred and Income Fund position as of Q1 2022 after selling out during the quarter.
  • MKT Advisors sold 5,675 Nuveen Preferred and Income Fund shares in Q1 2022, an estimated $136K.
  • MKT Advisors first reported a position in Nuveen Preferred and Income Fund in Q4 2021 and held it in 1 quarter.
  • MKT Advisors's Nuveen Preferred and Income Fund position peaked at $136K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2022.

Based on MKT Advisors's 13F filing for Q1 2022, filed 16 May 2022.