BWM
JPS

BerganKDV Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

BerganKDV Wealth Management’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
2021
Q4 		– Sell
-2,500
Closed -$25K – 1142
2021
Q3 		$25K Buy
+2,500
New +$25K ﹤0.01% 495

Other funds holding JPS

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BerganKDV Wealth Management's JPS Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2021, closing a stake of 2,500 shares — an estimated $25K sold.

BerganKDV Wealth Management first reported a position in JPS in Q3 2021 and held it in 1 quarter. The position peaked at $25K in Q3 2021. 218 funds tracked by Wall St. Rank hold JPS as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 2,500 Nuveen Preferred & Income Securities Fund shares in Q4 2021, an estimated $25K.
  • BerganKDV Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $25K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.