SWM
JPT

SeaCrest Wealth Management’s Nuveen Preferred and Income Fund JPT Stock Holding History

SeaCrest Wealth 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
Q3 		– Sell
-2,750
Closed -$52K – 1606
2022
Q2 		$52K Buy
+2,750
New +$54.9K 0.01% 1103

Other funds holding JPT

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SeaCrest Wealth Management's JPT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Nuveen Preferred and Income Fund (JPT) in Q3 2022, closing a stake of 2,750 shares — an estimated $52K sold.

SeaCrest Wealth Management first reported a position in JPT in Q2 2022 and held it in 1 quarter. The position peaked at $52K in Q2 2022. 18 funds tracked by Wall St. Rank hold JPT as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Nuveen Preferred and Income Fund position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,750 Nuveen Preferred and Income Fund shares in Q3 2022, an estimated $52K.
  • SeaCrest Wealth Management first reported a position in Nuveen Preferred and Income Fund in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Nuveen Preferred and Income Fund position peaked at $52K in Q2 2022.
  • 18 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.