Raymond James Financial Services Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History

Raymond James Financial Services Advisors’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
2022 Q1	–	Sell	-8,584	Closed	-$211K	–	3506
2021 Q4	$211K	Buy	+8,584	New	+$211K	﹤0.01%	2948
2019 Q3	–	Sell	-10,613	Closed	-$260K	–	2942
2019 Q2	$260K	Sell	10,613 -1,786	-14%	-$42K	﹤0.01%	2358
2019 Q1	$283K	Sell	12,399 -1,400	-10%	-$31.7K	﹤0.01%	2282
2018 Q4	$286K	Sell	13,799 -3,583	-21%	-$77.7K	﹤0.01%	2027
2018 Q3	$398K	Buy	17,382 +1,323	+8%	+$30.8K	﹤0.01%	2095
2018 Q2	$388K	Buy	+16,059	New	+$386K	﹤0.01%	2058
2018 Q1	–	Sell	-20,395	Closed	-$512K	–	2767
2017 Q4	$512K	Buy	20,395 +2,304	+13%	+$58.5K	﹤0.01%	1691
2017 Q3	$461K	Buy	+18,091	New	+$457K	﹤0.01%	1765

Other funds holding JPT

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Raymond James Financial Services Advisors's JPT Position: Q1 2022 in Review

Raymond James Financial Services Advisors sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2022, closing a stake of 8,584 shares — an estimated $211K sold.

Raymond James Financial Services Advisors first reported a position in JPT in Q3 2017 and held it in 8 quarters. The position peaked at $512K in Q4 2017. 20 funds tracked by Wall St. Rank hold JPT as of Q1 2022.

Raymond James Financial Services Advisors reported no remaining Nuveen Preferred and Income Fund position as of Q1 2022 after selling out during the quarter.
Raymond James Financial Services Advisors sold 8,584 Nuveen Preferred and Income Fund shares in Q1 2022, an estimated $211K.
Raymond James Financial Services Advisors first reported a position in Nuveen Preferred and Income Fund in Q3 2017 and held it in 8 quarters.
Raymond James Financial Services Advisors's Nuveen Preferred and Income Fund position peaked at $512K in Q4 2017.
20 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2022, filed 11 May 2022.