BCMLT
JPS

Beacon Capital Management LLC (Tennessee)’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-396
Closed -$2.44K – 1159
2023
Q4 		$2.44K Buy
396
+54
+16% +$322 ﹤0.01% 769
2023
Q3 		$2.18K Hold
342
– – ﹤0.01% 829
2023
Q2 		$2.18K Buy
342
+6
+2% +$38 ﹤0.01% 829
2023
Q1 		$2.17K Buy
336
+4
+1% +$28 ﹤0.01% 752
2022
Q4 		$2.26K Sell
332
-85
-20% -$580 ﹤0.01% 777
2022
Q3 		$3K Buy
417
+7
+2% +$52 ﹤0.01% 703
2022
Q2 		$3K Hold
410
– – ﹤0.01% 755
2022
Q1 		$3K Buy
+410
New +$3.6K ﹤0.01% 756

Other funds holding JPS

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MC
Mathes Company New York $322M AUM 37.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s JPS Position: Q1 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2024, closing a stake of 396 shares — an estimated $2.44K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in JPS in Q1 2022 and held it in 8 quarters. The position peaked at $3K in Q3 2022. 2 funds tracked by Wall St. Rank hold JPS as of Q1 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 396 Nuveen Preferred & Income Securities Fund shares in Q1 2024, an estimated $2.44K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2022 and held it in 8 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Nuveen Preferred & Income Securities Fund position peaked at $3K in Q3 2022.
  • 2 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2024, filed 16 May 2024.