Steward Partners Investment Advisory’s Nuveen Preferred and Income Fund JPT Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-4,000	Closed	-$73K	–	3476
2022 Q3	$73K	Sell	4,000 -1,900	-32%	-$36.8K	﹤0.01%	1617
2022 Q2	$112K	Buy	5,900 +300	+5%	+$5.98K	﹤0.01%	1451
2022 Q1	$120K	Sell	5,600 -2,700	-33%	-$61.8K	﹤0.01%	1532
2021 Q4	$204K	Hold	8,300	–	–	﹤0.01%	1308
2021 Q3	$207K	Buy	8,300 +1,600	+24%	+$40.2K	﹤0.01%	1261
2021 Q2	$167K	Sell	6,700 -1,600	-19%	-$39.5K	﹤0.01%	1677
2021 Q1	$203K	Buy	8,300 +1,200	+17%	+$29.2K	﹤0.01%	1291
2020 Q4	$173K	Buy	7,100 +200	+3%	+$4.71K	﹤0.01%	1132
2020 Q3	$158K	Buy	6,900 +1,300	+23%	+$29.6K	﹤0.01%	1044
2020 Q2	$126K	Buy	5,600 +1,300	+30%	+$27.7K	﹤0.01%	1056
2020 Q1	$82K	Buy	4,300 +3,000	+231%	+$70.6K	﹤0.01%	1072
2019 Q4	$32K	Buy	+1,300	New	+$32.2K	﹤0.01%	1595

Other funds holding JPT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Steward Partners Investment Advisory's JPT Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2022, closing a stake of 4,000 shares — an estimated $73K sold.

Steward Partners Investment Advisory first reported a position in JPT in Q4 2019 and held it in 12 quarters. The position peaked at $207K in Q3 2021. 19 funds tracked by Wall St. Rank hold JPT as of Q4 2022.

Steward Partners Investment Advisory reported no remaining Nuveen Preferred and Income Fund position as of Q4 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 4,000 Nuveen Preferred and Income Fund shares in Q4 2022, an estimated $73K.
Steward Partners Investment Advisory first reported a position in Nuveen Preferred and Income Fund in Q4 2019 and held it in 12 quarters.
Steward Partners Investment Advisory's Nuveen Preferred and Income Fund position peaked at $207K in Q3 2021.
19 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.