Northwestern Mutual Wealth Management’s Nuveen Preferred and Income Fund JPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-196
Closed -$3.08K 3737
2023
Q3
$3.08K Buy
+196
New +$3.13K ﹤0.01% 2873
2020
Q2
Sell
-400
Closed -$8K 2750
2020
Q1
$8K Buy
+400
New +$9.42K ﹤0.01% 1962

Northwestern Mutual Wealth Management's JPT Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2023, closing a stake of 196 shares — an estimated $3.08K sold.

Northwestern Mutual Wealth Management first reported a position in JPT in Q1 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2020. 0 funds tracked by Wall St. Rank hold JPT as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining Nuveen Preferred and Income Fund position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 196 Nuveen Preferred and Income Fund shares in Q4 2023, an estimated $3.08K.
  • Northwestern Mutual Wealth Management first reported a position in Nuveen Preferred and Income Fund in Q1 2020 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's Nuveen Preferred and Income Fund position peaked at $8K in Q1 2020.
  • 0 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.