Moloney Securities Asset Management’s Nuveen Preferred and Income Fund JPT Stock Holding History

Moloney Securities Asset 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
2019 Q1	–	Sell	-11,541	Closed	-$239K	–	319
2018 Q4	$239K	Buy	+11,541	New	+$250K	0.1%	223

Other funds holding JPT

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BCA

Biltmore Capital Advisors Princeton, New Jersey $599M AUM 20.23% 1-Year Est. Return

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

GIP

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

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

IWC

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Moloney Securities Asset Management's JPT Position: Q1 2019 in Review

Moloney Securities Asset Management sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2019, closing a stake of 11,541 shares — an estimated $239K sold.

Moloney Securities Asset Management first reported a position in JPT in Q4 2018 and held it in 1 quarter. The position peaked at $239K in Q4 2018. 24 funds tracked by Wall St. Rank hold JPT as of Q1 2019.

Moloney Securities Asset Management reported no remaining Nuveen Preferred and Income Fund position as of Q1 2019 after selling out during the quarter.
Moloney Securities Asset Management sold 11,541 Nuveen Preferred and Income Fund shares in Q1 2019, an estimated $239K.
Moloney Securities Asset Management first reported a position in Nuveen Preferred and Income Fund in Q4 2018 and held it in 1 quarter.
Moloney Securities Asset Management's Nuveen Preferred and Income Fund position peaked at $239K in Q4 2018.
24 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2019.

Based on Moloney Securities Asset Management's 13F filing for Q1 2019, filed 3 May 2019.