Stifel Financial’s Nuveen Preferred and Income Fund JPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,042
| Closed | -$456K | – | 3462 |
|
|
2023
Q3 | $456K | Buy |
29,042
+5,694
| +24% | +$91K | ﹤0.01% | 2540 |
|
|
2023
Q2 | $376K | Buy |
23,348
+4,118
| +21% | +$65.5K | ﹤0.01% | 2699 |
|
|
2023
Q1 | $317K | Sell |
19,230
-4,244
| -18% | -$77.6K | ﹤0.01% | 2775 |
|
|
2022
Q4 | $415K | Buy |
23,474
+2,738
| +13% | +$48.7K | ﹤0.01% | 2584 |
|
|
2022
Q3 | $381K | Buy |
20,736
+8,189
| +65% | +$159K | ﹤0.01% | 2596 |
|
|
2022
Q2 | $238K | Sell |
12,547
-314
| -2% | -$6.26K | ﹤0.01% | 2877 |
|
|
2022
Q1 | $277K | Sell |
12,861
-45,095
| -78% | -$1.03M | ﹤0.01% | 2928 |
|
|
2021
Q4 | $1.42M | Buy |
57,956
+2,369
| +4% | +$58.4K | ﹤0.01% | 1860 |
|
|
2021
Q3 | $1.39M | Sell |
55,587
-517
| -0.9% | -$13K | ﹤0.01% | 1840 |
|
|
2021
Q2 | $1.4M | Buy |
56,104
+1,897
| +3% | +$46.9K | ﹤0.01% | 1852 |
|
|
2021
Q1 | $1.33M | Sell |
54,207
-6,410
| -11% | -$156K | ﹤0.01% | 1811 |
|
|
2020
Q4 | $1.48M | Buy |
60,617
+3,829
| +7% | +$90.1K | ﹤0.01% | 1571 |
|
|
2020
Q3 | $1.3M | Buy |
56,788
+4,985
| +10% | +$114K | ﹤0.01% | 1461 |
|
|
2020
Q2 | $1.17M | Buy |
51,803
+1,216
| +2% | +$25.9K | ﹤0.01% | 1452 |
|
|
2020
Q1 | $969K | Buy |
50,587
+5
| +0% | +$118 | ﹤0.01% | 1465 |
|
|
2019
Q4 | $1.28M | Sell |
50,582
-10,145
| -17% | -$251K | ﹤0.01% | 1654 |
|
|
2019
Q3 | $1.47M | Sell |
60,727
-17,688
| -23% | -$430K | ﹤0.01% | 1506 |
|
|
2019
Q2 | $1.91M | Buy |
78,415
+8,972
| +13% | +$211K | ﹤0.01% | 1378 |
|
|
2019
Q1 | $1.58M | Buy |
69,443
+18,079
| +35% | +$409K | ﹤0.01% | 1377 |
|
|
2018
Q4 | $1.06M | Buy |
51,364
+19,807
| +63% | +$430K | ﹤0.01% | 1486 |
|
|
2018
Q3 | $719K | Buy |
31,557
+5,475
| +21% | +$127K | ﹤0.01% | 1895 |
|
|
2018
Q2 | $629K | Buy |
26,082
+6,203
| +31% | +$149K | ﹤0.01% | 1900 |
|
|
2018
Q1 | $486K | Buy |
19,879
+625
| +3% | +$15.2K | ﹤0.01% | 1990 |
|
|
2017
Q4 | $483K | Buy |
19,254
+1,475
| +8% | +$37.4K | ﹤0.01% | 1930 |
|
|
2017
Q3 | $453K | Sell |
17,779
-2,650
| -13% | -$67K | ﹤0.01% | 1945 |
|
|
2017
Q2 | $519K | Buy |
20,429
+11,279
| +123% | +$284K | ﹤0.01% | 1851 |
|
|
2017
Q1 | $230K | Buy |
+9,150
| New | +$229K | ﹤0.01% | 2245 |
|
Stifel Financial's JPT Position: Q4 2023 in Review
Stifel Financial sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2023, closing a stake of 29,042 shares — an estimated $456K sold.
Stifel Financial first reported a position in JPT in Q1 2017 and held it in 27 quarters. The position peaked at $1.91M in Q2 2019. 0 funds tracked by Wall St. Rank hold JPT as of Q4 2023.
- Stifel Financial reported no remaining Nuveen Preferred and Income Fund position as of Q4 2023 after selling out during the quarter.
- Stifel Financial sold 29,042 Nuveen Preferred and Income Fund shares in Q4 2023, an estimated $456K.
- Stifel Financial first reported a position in Nuveen Preferred and Income Fund in Q1 2017 and held it in 27 quarters.
- Stifel Financial's Nuveen Preferred and Income Fund position peaked at $1.91M in Q2 2019.
- 0 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2023.
Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.