A detailed history of Beacon Capital Management, LLC transactions in Nuveen Preferred & Income Term Fund stock. As of the latest transaction made, Beacon Capital Management, LLC holds 8,004 shares of JPI stock, worth $168,084. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,004
Previous 8,004 -0.0%
Holding current value
$168,084
Previous $153,000 1.31%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 16, 2024

SELL
$18.28 - $19.24 $36 - $38
-2 Reduced 0.02%
8,004 $153,000
Q4 2023

Jan 09, 2024

SELL
$16.28 - $18.36 $309 - $348
-19 Reduced 0.24%
8,006 $146,000
Q1 2022

May 16, 2022

BUY
$21.25 - $25.81 $170,531 - $207,125
8,025 New
8,025 $177,000

Others Institutions Holding JPI

About Nuveen Preferred & Income Term Fund


  • Ticker JPI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Nuveen Preferred and Income Term Fund is a close ended balanced mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests into public equity and fixed income markets across the globe. The fund seeks to invest in stocks of companies that are operating in financ...
More about JPI
Track This Portfolio

Track Beacon Capital Management, LLC Portfolio

Follow Beacon Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Capital Management, LLC with notifications on news.