Shaker Financial Services’s Nuveen Preferred and Income Fund JPT Stock Holding History

Shaker Financial Services’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	-12,450	Closed	-$306K	–	185
2021 Q4	$306K	Sell	12,450 -3,188	-20%	-$78.5K	0.11%	138
2021 Q3	$390K	Sell	15,638 -8,036	-34%	-$202K	0.16%	115
2021 Q2	$592K	Buy	+23,674	New	+$585K	0.22%	117
2018 Q4	–	Sell	-10,200	Closed	-$233K	–	156
2018 Q3	$233K	Buy	+10,200	New	+$237K	0.11%	108

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

Shaker Financial Services's JPT Position: Q1 2022 in Review

Shaker Financial Services sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2022, closing a stake of 12,450 shares — an estimated $306K sold.

Shaker Financial Services first reported a position in JPT in Q3 2018 and held it in 4 quarters. The position peaked at $592K in Q2 2021. 20 funds tracked by Wall St. Rank hold JPT as of Q1 2022.

Shaker Financial Services reported no remaining Nuveen Preferred and Income Fund position as of Q1 2022 after selling out during the quarter.
Shaker Financial Services sold 12,450 Nuveen Preferred and Income Fund shares in Q1 2022, an estimated $306K.
Shaker Financial Services first reported a position in Nuveen Preferred and Income Fund in Q3 2018 and held it in 4 quarters.
Shaker Financial Services's Nuveen Preferred and Income Fund position peaked at $592K in Q2 2021.
20 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2022.

Based on Shaker Financial Services's 13F filing for Q1 2022, filed 6 May 2022.