Rockefeller Capital Management
JPT

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

Rockefeller 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
2022
Q2 		– Sell
-427
Closed -$9K – 4486
2022
Q1 		$9K Hold
427
– – ﹤0.01% 3130
2021
Q4 		$10K Hold
427
– – ﹤0.01% 2993
2021
Q3 		$10K Buy
427
+51
+14% +$1.28K ﹤0.01% 2910
2021
Q2 		$9K Buy
376
+179
+91% +$4.42K ﹤0.01% 2835
2021
Q1 		$4K Buy
+197
New +$4.79K ﹤0.01% 2988

Other funds holding JPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return