Private Trust Company’s Nuveen Preferred and Income Fund JPT Stock Holding History

Private Trust Company’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 Q1	–	Sell	-8,000	Closed	-$201K	–	379
2019 Q4	$201K	Buy	+8,000	New	+$198K	0.04%	368

Other funds holding JPT

IWC

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Private Trust Company's JPT Position: Q1 2020 in Review

Private Trust Company sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2020, closing a stake of 8,000 shares — an estimated $201K sold.

Private Trust Company first reported a position in JPT in Q4 2019 and held it in 1 quarter. The position peaked at $201K in Q4 2019. 25 funds tracked by Wall St. Rank hold JPT as of Q1 2020.

Private Trust Company reported no remaining Nuveen Preferred and Income Fund position as of Q1 2020 after selling out during the quarter.
Private Trust Company sold 8,000 Nuveen Preferred and Income Fund shares in Q1 2020, an estimated $201K.
Private Trust Company first reported a position in Nuveen Preferred and Income Fund in Q4 2019 and held it in 1 quarter.
Private Trust Company's Nuveen Preferred and Income Fund position peaked at $201K in Q4 2019.
25 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2020.

Based on Private Trust Company's 13F filing for Q1 2020, filed 7 Apr 2020.