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.