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

Synovus Financial’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
2020 Q2	–	Sell	-800	Closed	-$15K	–	2203
2020 Q1	$15K	Buy	+800	New	+$18.8K	﹤0.01%	1465
2019 Q1	–	Sell	-200	Closed	-$4K	–	1468
2018 Q4	$4K	Buy	+200	New	+$4.34K	﹤0.01%	1248

Other funds holding JPT

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Synovus Financial's JPT Position: Q2 2020 in Review

Synovus Financial sold out of Nuveen Preferred and Income Fund (JPT) in Q2 2020, closing a stake of 800 shares — an estimated $15K sold.

Synovus Financial first reported a position in JPT in Q4 2018 and held it in 2 quarters. The position peaked at $15K in Q1 2020. 23 funds tracked by Wall St. Rank hold JPT as of Q2 2020.

Synovus Financial reported no remaining Nuveen Preferred and Income Fund position as of Q2 2020 after selling out during the quarter.
Synovus Financial sold 800 Nuveen Preferred and Income Fund shares in Q2 2020, an estimated $15K.
Synovus Financial first reported a position in Nuveen Preferred and Income Fund in Q4 2018 and held it in 2 quarters.
Synovus Financial's Nuveen Preferred and Income Fund position peaked at $15K in Q1 2020.
23 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q2 2020.

Based on Synovus Financial's 13F filing for Q2 2020, filed 10 Aug 2020.