SEI Investments
JPT

SEI Investments’s Nuveen Preferred and Income Fund JPT Stock Holding History

SEI Investments’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
2018
Q2 		– Sell
-1,280
Closed -$31K – 3849
2018
Q1 		$31K Buy
+1,280
New +$31.1K ﹤0.01% 2514

Other funds holding JPT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SEI Investments's JPT Position: Q2 2018 in Review

SEI Investments sold out of Nuveen Preferred and Income Fund (JPT) in Q2 2018, closing a stake of 1,280 shares — an estimated $31K sold.

SEI Investments first reported a position in JPT in Q1 2018 and held it in 1 quarter. The position peaked at $31K in Q1 2018. 19 funds tracked by Wall St. Rank hold JPT as of Q2 2018.

  • SEI Investments reported no remaining Nuveen Preferred and Income Fund position as of Q2 2018 after selling out during the quarter.
  • SEI Investments sold 1,280 Nuveen Preferred and Income Fund shares in Q2 2018, an estimated $31K.
  • SEI Investments first reported a position in Nuveen Preferred and Income Fund in Q1 2018 and held it in 1 quarter.
  • SEI Investments's Nuveen Preferred and Income Fund position peaked at $31K in Q1 2018.
  • 19 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q2 2018.

Based on SEI Investments's 13F filing for Q2 2018, filed 3 Aug 2018.