BEI
JPS

Benjamin Edwards Inc’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Benjamin Edwards Inc’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
2022
Q2 		– Sell
-1,938
Closed -$16K – 754
2022
Q1 		$16K Buy
1,938
+22
+1% +$193 ﹤0.01% 578
2021
Q4 		$19K Buy
+1,916
New +$18.5K 0.01% 530

Other funds holding JPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Benjamin Edwards Inc's JPS Position: Q2 2022 in Review

Benjamin Edwards Inc sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2022, closing a stake of 1,938 shares — an estimated $16K sold.

Benjamin Edwards Inc first reported a position in JPS in Q4 2021 and held it in 2 quarters. The position peaked at $19K in Q4 2021. 217 funds tracked by Wall St. Rank hold JPS as of Q2 2022.

  • Benjamin Edwards Inc reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2022 after selling out during the quarter.
  • Benjamin Edwards Inc sold 1,938 Nuveen Preferred & Income Securities Fund shares in Q2 2022, an estimated $16K.
  • Benjamin Edwards Inc first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 2 quarters.
  • Benjamin Edwards Inc's Nuveen Preferred & Income Securities Fund position peaked at $19K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2022.

Based on Benjamin Edwards Inc's 13F filing for Q2 2022, filed 12 Aug 2022.