Oppenheimer & Co’s Nuveen Preferred and Income Fund JPT Stock Holding History

Oppenheimer & Co’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
2018 Q3	–	Sell	-9,000	Closed	-$218K	–	1407
2018 Q2	$218K	Sell	9,000 -4,800	-35%	-$115K	0.01%	1189
2018 Q1	$338K	Hold	13,800	–	–	0.01%	1001
2017 Q4	$347K	Sell	13,800 -4,000	-22%	-$102K	0.01%	999
2017 Q3	$453K	Buy	17,800 +5,000	+39%	+$126K	0.01%	879
2017 Q2	$325K	Buy	+12,800	New	+$322K	0.01%	998

Other funds holding JPT

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return