PAG
JPT

Private Advisor Group’s Nuveen Preferred and Income Fund JPT Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-640
Closed -$14K – 3644
2020
Q2 		$14K Buy
+640
New +$13.6K ﹤0.01% 2771

Other funds holding JPT

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Private Advisor Group's JPT Position: Q3 2020 in Review

Private Advisor Group sold out of Nuveen Preferred and Income Fund (JPT) in Q3 2020, closing a stake of 640 shares — an estimated $14K sold.

Private Advisor Group first reported a position in JPT in Q2 2020 and held it in 1 quarter. The position peaked at $14K in Q2 2020. 23 funds tracked by Wall St. Rank hold JPT as of Q3 2020.

  • Private Advisor Group reported no remaining Nuveen Preferred and Income Fund position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 640 Nuveen Preferred and Income Fund shares in Q3 2020, an estimated $14K.
  • Private Advisor Group first reported a position in Nuveen Preferred and Income Fund in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Nuveen Preferred and Income Fund position peaked at $14K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.