SOA
JPT

Sea Otter Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History

Sea Otter 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
2023
Q4 		– Sell
-10,000
Closed -$157K – 261
2023
Q3 		$157K Buy
10,000
+2,978
+42% +$47.6K 0.09% 100
2023
Q2 		$113K Buy
+7,022
New +$112K 0.06% 112

Sea Otter Advisors's JPT Position: Q4 2023 in Review

Sea Otter Advisors sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2023, closing a stake of 10,000 shares — an estimated $157K sold.

Sea Otter Advisors first reported a position in JPT in Q2 2023 and held it in 2 quarters. The position peaked at $157K in Q3 2023. 0 funds tracked by Wall St. Rank hold JPT as of Q4 2023.

  • Sea Otter Advisors reported no remaining Nuveen Preferred and Income Fund position as of Q4 2023 after selling out during the quarter.
  • Sea Otter Advisors sold 10,000 Nuveen Preferred and Income Fund shares in Q4 2023, an estimated $157K.
  • Sea Otter Advisors first reported a position in Nuveen Preferred and Income Fund in Q2 2023 and held it in 2 quarters.
  • Sea Otter Advisors's Nuveen Preferred and Income Fund position peaked at $157K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2023.

Based on Sea Otter Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.