PCM
JPT

Penserra Capital Management’s Nuveen Preferred and Income Fund JPT Stock Holding History

Penserra Capital 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
2017
Q4 		– Sell
-84
Closed -$2K – 586
2017
Q3 		$2K Buy
+84
New +$2.12K ﹤0.01% 520

Other funds holding JPT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return

Penserra Capital Management's JPT Position: Q4 2017 in Review

Penserra Capital Management sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2017, closing a stake of 84 shares — an estimated $2K sold.

Penserra Capital Management first reported a position in JPT in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 22 funds tracked by Wall St. Rank hold JPT as of Q4 2017.

  • Penserra Capital Management reported no remaining Nuveen Preferred and Income Fund position as of Q4 2017 after selling out during the quarter.
  • Penserra Capital Management sold 84 Nuveen Preferred and Income Fund shares in Q4 2017, an estimated $2K.
  • Penserra Capital Management first reported a position in Nuveen Preferred and Income Fund in Q3 2017 and held it in 1 quarter.
  • Penserra Capital Management's Nuveen Preferred and Income Fund position peaked at $2K in Q3 2017.
  • 22 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2017.

Based on Penserra Capital Management's 13F filing for Q4 2017, filed 7 Feb 2018.