Woodline Partners’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
-34,614
Closed -$543K – 719
2023
Q3
$543K Sell
34,614
-1,628
-4% -$26K 0.01% 489
2023
Q2
$584K Buy
36,242
+14,160
+64% +$225K 0.01% 529
2023
Q1
$365K Buy
+22,082
New +$404K 0.01% 545

Woodline Partners's JPT Position: Q4 2023 in Review

Woodline Partners sold out of Nuveen Preferred and Income Fund (JPT) in Q4 2023, closing a stake of 34,614 shares — an estimated $543K sold.

Woodline Partners first reported a position in JPT in Q1 2023 and held it in 3 quarters. The position peaked at $584K in Q2 2023. 0 funds tracked by Wall St. Rank hold JPT as of Q4 2023.

  • Woodline Partners reported no remaining Nuveen Preferred and Income Fund position as of Q4 2023 after selling out during the quarter.
  • Woodline Partners sold 34,614 Nuveen Preferred and Income Fund shares in Q4 2023, an estimated $543K.
  • Woodline Partners first reported a position in Nuveen Preferred and Income Fund in Q1 2023 and held it in 3 quarters.
  • Woodline Partners's Nuveen Preferred and Income Fund position peaked at $584K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q4 2023.

Based on Woodline Partners's 13F filing for Q4 2023, filed 14 Feb 2024.