Shaker Financial Services, LLC - NUVEEN PFD & INCOME TERM FD ownership

NUVEEN PFD & INCOME TERM FD's ticker is JPI and the CUSIP is 67075A106. A total of 55 filers reported holding NUVEEN PFD & INCOME TERM FD in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Shaker Financial Services, LLC ownership history of NUVEEN PFD & INCOME TERM FD
ValueSharesWeighting
Q3 2021$536,000
+164.0%
21,610
+162.4%
0.21%
+151.8%
Q4 2020$203,000
-38.7%
8,236
-45.4%
0.08%
-52.0%
Q3 2020$331,000
-13.6%
15,077
-28.4%
0.18%
-31.7%
Q1 2020$383,000
-15.3%
21,048
+20.3%
0.26%
+24.5%
Q4 2019$452,000
+97.4%
17,500
+73.2%
0.21%
+89.1%
Q3 2018$229,000
-11.9%
10,104
-7.9%
0.11%
-12.7%
Q1 2018$260,000
-17.2%
10,970
-13.5%
0.13%
-14.9%
Q4 2017$314,000
-33.8%
12,685
-32.7%
0.15%
-41.0%
Q3 2017$474,000
-51.3%
18,839
-52.4%
0.25%
-54.1%
Q2 2017$973,000
+93.1%
39,584
+76.3%
0.55%
+69.9%
Q4 2014$504,00022,4500.32%
Other shareholders
NUVEEN PFD & INCOME TERM FD shareholders Q4 2017
NameSharesValueWeighting ↓
Wagner Wealth Management, LLC 59,693$1,415,0001.08%
ICM ASSET MANAGEMENT INC/WA 35,880$851,0000.90%
RFG Advisory, LLC 59,830$1,419,0000.53%
TRUSTCORE FINANCIAL SERVICES, LLC 51,100$1,212,0000.46%
E&G Advisors, LP 23,600$560,0000.24%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 101,415$2,405,0000.21%
DOLIVER ADVISORS, LP 17,472$414,0000.18%
WHITENER CAPITAL MANAGEMENT, INC. 9,440$223,0000.17%
Shaker Financial Services, LLC 10,970$260,0000.13%
Curi RMB Capital, LLC 143,690$3,407,0000.09%
View complete list of NUVEEN PFD & INCOME TERM FD shareholders