Wedbush Securities’s Nuveen Preferred and Income Fund JPT Stock Holding History

Wedbush Securities’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	-26,643	Closed	-$655K	–	1228
2021 Q4	$655K	Buy	26,643 +131	+0.5%	+$3.23K	0.03%	516
2021 Q3	$660K	Hold	26,512	–	–	0.03%	497
2021 Q2	$663K	Hold	26,512	–	–	0.03%	512
2021 Q1	$649K	Buy	26,512 +7,291	+38%	+$177K	0.04%	479
2020 Q4	$468K	Buy	19,221 +2,087	+12%	+$49.1K	0.04%	483
2020 Q3	$393K	Buy	17,134 +2,084	+14%	+$47.5K	0.04%	506
2020 Q2	$338K	Buy	15,050 +1,000	+7%	+$21.3K	0.03%	566
2020 Q1	$268K	Sell	14,050 -2,500	-15%	-$58.9K	0.03%	566
2019 Q4	$417K	Buy	16,550 +1,000	+6%	+$24.8K	0.04%	536
2019 Q3	$378K	Buy	15,550 +1,700	+12%	+$41.4K	0.04%	547
2019 Q2	$339K	Buy	+13,850	New	+$326K	0.03%	581

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

Wedbush Securities's JPT Position: Q1 2022 in Review

Wedbush Securities sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2022, closing a stake of 26,643 shares — an estimated $655K sold.

Wedbush Securities first reported a position in JPT in Q2 2019 and held it in 11 quarters. The position peaked at $663K in Q2 2021. 20 funds tracked by Wall St. Rank hold JPT as of Q1 2022.

Wedbush Securities reported no remaining Nuveen Preferred and Income Fund position as of Q1 2022 after selling out during the quarter.
Wedbush Securities sold 26,643 Nuveen Preferred and Income Fund shares in Q1 2022, an estimated $655K.
Wedbush Securities first reported a position in Nuveen Preferred and Income Fund in Q2 2019 and held it in 11 quarters.
Wedbush Securities's Nuveen Preferred and Income Fund position peaked at $663K in Q2 2021.
20 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2022.

Based on Wedbush Securities's 13F filing for Q1 2022, filed 19 Apr 2022.