NFG
JPT

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

Next Financial Group’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
2021
Q4 		– Sell
-360
Closed -$9K – 3022
2021
Q3 		$9K Buy
+360
New +$9.05K ﹤0.01% 2080

Other funds holding JPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's JPT Position: Q4 2021 in Review

Next Financial Group sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2021, closing a stake of 360 shares — an estimated $9K sold.

Next Financial Group first reported a position in JPT in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 31 funds tracked by Wall St. Rank hold JPT as of Q4 2021.

  • Next Financial Group reported no remaining Nuveen Preferred and Income Fund position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 360 Nuveen Preferred and Income Fund shares in Q4 2021, an estimated $9K.
  • Next Financial Group first reported a position in Nuveen Preferred and Income Fund in Q3 2021 and held it in 1 quarter.
  • Next Financial Group's Nuveen Preferred and Income Fund position peaked at $9K in Q3 2021.
  • 31 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.